JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

JPMorgan Chase & Co., formed by the 2000 merger of J.P. Morgan & Co. and Chase Manhattan Bank, is a global financial services giant headquartered in New York City, tracing its roots back to 1799 through its predecessor firms. As one of the largest banks in the world, it operates across investment banking, commercial banking, asset management, and consumer banking, managing trillions in assets and serving millions of customers, corporations, and governments. Led by CEO Jamie Dimon since 2005, the firm is renowned for its role in high-profile deals, robust trading operations, and its Chase retail banking network, which includes extensive credit card and mortgage services. Combining a legacy of financial innovation with a dominant market presence, JPMorgan Chase remains a cornerstone of the global economy.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47T
AUM Growth
-$11.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,916
New
Increased
Reduced
Closed

Top Sells

1 +$8.63B
2 +$3.02B
3 +$2.14B
4
SHOP icon
Shopify
SHOP
+$2.1B
5
HOOD icon
Robinhood
HOOD
+$1.82B

Sector Composition

1 Technology 23.68%
2 Healthcare 9.13%
3 Financials 9.12%
4 Consumer Discretionary 8.62%
5 Communication Services 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
BLES icon
3751
Inspire Global Hope ETF
BLES
$158M
$880K ﹤0.01%
20,332
-771
FREL icon
3752
Fidelity MSCI Real Estate Index ETF
FREL
$1.44B
$876K ﹤0.01%
33,033
-3,174
AESI icon
3753
Atlas Energy Solutions
AESI
$2.28B
$875K ﹤0.01%
66,536
+4,705
GII icon
3754
State Street SPDR S&P Global Infrastructure ETF
GII
$954M
$875K ﹤0.01%
11,583
+137
PALOU
3755
Paloma Acquisition Corp I Units
PALOU
$156M
$874K ﹤0.01%
+87,663
MED icon
3756
Medifast
MED
$136M
$871K ﹤0.01%
87,178
+32,798
CGDG icon
3757
Capital Group Dividend Growers ETF
CGDG
$5.07B
$869K ﹤0.01%
24,620
+19,016
INR
3758
Infinity Natural Resources
INR
$247M
$868K ﹤0.01%
47,027
-95,344
ARCI
3759
Archimedes Tech SPAC Partners III
ARCI
$352M
$862K ﹤0.01%
+87,664
ICOW icon
3760
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.84B
$860K ﹤0.01%
20,730
+2,962
NN icon
3761
NextNav
NN
$3.22B
$860K ﹤0.01%
56,310
+3,020
VCEB icon
3762
Vanguard ESG US Corporate Bond ETF
VCEB
$1.21B
$860K ﹤0.01%
13,754
+198
CSHI icon
3763
NEOS Enhanced Income 1-3 Month T-Bill ETF
CSHI
$1.27B
$858K ﹤0.01%
+17,258
FFIC
3764
DELISTED
Flushing Financial
FFIC
$853K ﹤0.01%
56,577
-12,190
WFC.PRL icon
3765
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
$4.63B
$850K ﹤0.01%
736
-10
RUSHB icon
3766
Rush Enterprises Class B
RUSHB
$5.03B
$849K ﹤0.01%
13,323
-4,034
TREE icon
3767
LendingTree
TREE
$503M
$849K ﹤0.01%
20,115
-15,191
EVH icon
3768
Evolent Health
EVH
$425M
$847K ﹤0.01%
390,480
-2,557,206
CMDT icon
3769
PIMCO Commodity Strategy Active Exchange-Traded Fund
CMDT
$816M
$846K ﹤0.01%
26,021
+25,725
GGB icon
3770
Gerdau
GGB
$9.34B
$843K ﹤0.01%
243,541
+58,235
PIZ icon
3771
Invesco Dorsey Wright Developed Markets Momentum ETF
PIZ
$758M
$842K ﹤0.01%
17,753
-14,102
QXO.PRB
3772
QXO Inc 5.50% Series B Preferred Stock
QXO.PRB
$534M
$839K ﹤0.01%
15,257
-71,507
TNA icon
3773
Direxion Daily Small Cap Bull 3x ETF
TNA
$1.47B
$838K ﹤0.01%
20,971
-42,798
DGRS icon
3774
WisdomTree Trust WisdomTree US SmallCap Quality Dividend Growth Fund
DGRS
$380M
$836K ﹤0.01%
15,993
+1,395
UIS icon
3775
Unisys
UIS
$308M
$833K ﹤0.01%
412,176
-853,415