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
RZG icon
3801
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$123M
$780K ﹤0.01%
14,266
+13,736
OBE
3802
Obsidian Energy
OBE
$813M
$779K ﹤0.01%
82,487
-74,084
XSD icon
3803
State Street SPDR S&P Semiconductor ETF
XSD
$3.53B
$779K ﹤0.01%
2,544
-1
NUGT icon
3804
Direxion Daily Gold Miners Index Bull 2X ETF
NUGT
$977M
$775K ﹤0.01%
4,695
+1,355
TCBX icon
3805
Third Coast Bancshares
TCBX
$625M
$775K ﹤0.01%
20,696
-53,664
FIGX
3806
FIGX Capital Acquisition Corp
FIGX
$198M
$773K ﹤0.01%
76,521
+28
SHEN icon
3807
Shenandoah Telecom
SHEN
$874M
$765K ﹤0.01%
50,882
+6,686
DJUN icon
3808
FT Vest US Equity Deep Buffer ETF June
DJUN
$321M
$763K ﹤0.01%
16,488
+7,516
CRMD icon
3809
CorMedix
CRMD
$646M
$762K ﹤0.01%
115,960
+8,192
ELVN icon
3810
Enliven Therapeutics
ELVN
$2.19B
$762K ﹤0.01%
20,820
+119
RDWR icon
3811
Radware
RDWR
$1.25B
$761K ﹤0.01%
29,785
-133,091
UTI icon
3812
Universal Technical Institute
UTI
$2.45B
$759K ﹤0.01%
20,508
+1,628
CRNC icon
3813
Cerence
CRNC
$557M
$759K ﹤0.01%
127,311
+95,225
IAI icon
3814
iShares US Broker-Dealers & Securities Exchanges ETF
IAI
$1.46B
$758K ﹤0.01%
4,746
+248
AMBP icon
3815
Ardagh Metal Packaging
AMBP
$2.38B
$755K ﹤0.01%
192,084
+76,652
WEAV icon
3816
Weave Communications
WEAV
$452M
$751K ﹤0.01%
170,293
+144,664
BKAG icon
3817
BNY Mellon Core Bond ETF
BKAG
$2.11B
$749K ﹤0.01%
17,832
+16,887
NBBK icon
3818
NB Bancorp
NBBK
$873M
$746K ﹤0.01%
36,088
-23,125
BBH icon
3819
VanEck Biotech ETF
BBH
$369M
$743K ﹤0.01%
4,059
+1,857
DVOL icon
3820
First Trust Dorsey Wright Momentum & Low Volatility ETF
DVOL
$73.3M
$741K ﹤0.01%
+21,978
IBDY icon
3821
iShares iBonds Dec 2033 Term Corporate ETF
IBDY
$1.13B
$741K ﹤0.01%
+28,806
JRVR icon
3822
James River Group Holdings
JRVR
$177M
$739K ﹤0.01%
117,895
-20,168
NRIX icon
3823
Nurix Therapeutics
NRIX
$1.6B
$739K ﹤0.01%
50,357
+3,069
GIC icon
3824
Global Industrial
GIC
$1.16B
$735K ﹤0.01%
23,836
-10,389
USA icon
3825
Liberty All-Star Equity Fund
USA
$1.76B
$734K ﹤0.01%
135,704
+135,684