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
SMRT icon
3776
SmartRent
SMRT
$224M
$832K ﹤0.01%
590,223
+325,346
FCRS
3777
FutureCrest Acquisition Corp
FCRS
$368M
$831K ﹤0.01%
82,588
IBMO icon
3778
iShares iBonds Dec 2026 Term Muni Bond ETF
IBMO
$587M
$828K ﹤0.01%
+32,253
EQIN
3779
Columbia U.S. Equity Income ETF
EQIN
$289M
$825K ﹤0.01%
16,973
+1,410
DWX icon
3780
State Street SPDR S&P International Dividend ETF
DWX
$510M
$819K ﹤0.01%
18,306
+4,329
USSG icon
3781
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
$576M
$818K ﹤0.01%
14,127
-5,414
FNDB icon
3782
Schwab Fundamental US Broad Market Index ETF
FNDB
$1.33B
$817K ﹤0.01%
30,661
-7,412
JPME icon
3783
JPMorgan Diversified Return US Mid Cap Equity ETF
JPME
$450M
$813K ﹤0.01%
7,228
-145
DWM icon
3784
WisdomTree International Equity Fund
DWM
$671M
$812K ﹤0.01%
11,951
+427
ASC icon
3785
Ardmore Shipping
ASC
$652M
$811K ﹤0.01%
54,073
+1,212
PENN icon
3786
PENN Entertainment
PENN
$2.63B
$805K ﹤0.01%
57,555
+206
ARKF icon
3787
ARK Blockchain & Fintech Innovation ETF
ARKF
$783M
$805K ﹤0.01%
22,274
-10,761
HVT icon
3788
Haverty Furniture Companies
HVT
$367M
$805K ﹤0.01%
38,257
+1,115
HCAT icon
3789
Health Catalyst
HCAT
$143M
$800K ﹤0.01%
677,949
-74,857
MOV icon
3790
Movado Group
MOV
$834M
$797K ﹤0.01%
32,833
-5,139
SORNU
3791
Soren Acquisition Corp Unit
SORNU
$797K ﹤0.01%
+80,000
FSK icon
3792
FS KKR Capital
FSK
$3.07B
$797K ﹤0.01%
80,067
-416,502
KMPR icon
3793
Kemper
KMPR
$1.4B
$792K ﹤0.01%
26,260
-331,214
TRVI icon
3794
Trevi Therapeutics
TRVI
$1.98B
$790K ﹤0.01%
70,631
+11,156
SCO icon
3795
ProShares UltraShort Bloomberg Crude Oil
SCO
$1.37B
$790K ﹤0.01%
+25,609
FNDC icon
3796
Schwab Fundamental International Small Company Index ETF
FNDC
$3.06B
$789K ﹤0.01%
17,555
-661
FLHY icon
3797
Franklin High Yield Corporate ETF
FLHY
$1.16B
$789K ﹤0.01%
32,978
+21,917
KYIV
3798
Kyivstar Group
KYIV
$3.22B
$788K ﹤0.01%
84,476
+37,718
FOXF icon
3799
Fox Factory Holding Corp
FOXF
$744M
$784K ﹤0.01%
47,433
-1,608
SPOK icon
3800
Spok Holdings
SPOK
$228M
$783K ﹤0.01%
69,693
-22,130