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
RGP icon
3826
Resources Connection
RGP
$151M
$733K ﹤0.01%
197,463
-399,170
INCM icon
3827
Franklin Income Focus ETF
INCM
$1.53B
$732K ﹤0.01%
25,526
+2,043
TPIF icon
3828
Timothy Plan International ETF
TPIF
$245M
$729K ﹤0.01%
20,869
-1,479
CPSM
3829
Calamos S&P 500 Structured Alt Protection ETF - May
CPSM
$55.6M
$728K ﹤0.01%
25,288
-440
ACCO icon
3830
Acco Brands
ACCO
$354M
$727K ﹤0.01%
249,665
-239,340
CMTG icon
3831
Claros Mortgage Trust
CMTG
$328M
$726K ﹤0.01%
305,085
-143,348
GNE icon
3832
Genie Energy
GNE
$356M
$723K ﹤0.01%
51,784
-4,222
INN
3833
Summit Hotel Properties
INN
$634M
$721K ﹤0.01%
165,281
-366,750
FDTX icon
3834
Fidelity Disruptive Technology ETF
FDTX
$272M
$720K ﹤0.01%
20,596
-762
SMC
3835
Summit Midstream
SMC
$404M
$719K ﹤0.01%
23,149
+12,752
SOCA
3836
Solarius Capital Acquisition Corp
SOCA
$241M
$719K ﹤0.01%
70,992
QQXT icon
3837
First Trust NASDAQ 100 ex-Technology Sector Index Fund
QQXT
$177M
$718K ﹤0.01%
+7,450
RAVI icon
3838
FlexShares Ultra-Short Income Fund
RAVI
$1.39B
$717K ﹤0.01%
9,517
+9,422
COE
3839
51Talk Online Education Group
COE
$149M
$715K ﹤0.01%
37,654
-14
WTMF icon
3840
WisdomTree Managed Futures Strategy Fund
WTMF
$235M
$715K ﹤0.01%
18,175
+478
FNX icon
3841
First Trust Mid Cap Core AlphaDEX Fund
FNX
$1.36B
$708K ﹤0.01%
5,671
+5,270
ONTF
3842
DELISTED
ON24
ONTF
$708K ﹤0.01%
87,478
-1,032,147
NUBD icon
3843
Nuveen ESG US Aggregate Bond ETF
NUBD
$449M
$707K ﹤0.01%
31,901
+1,089
BBLU icon
3844
EA Bridgeway Blue Chip ETF
BBLU
$436M
$707K ﹤0.01%
49,071
+8,186
UDMY
3845
DELISTED
Udemy
UDMY
$706K ﹤0.01%
154,914
-53,350
BUR icon
3846
Burford Capital
BUR
$944M
$705K ﹤0.01%
174,821
-542,618
KRRO icon
3847
Korro Bio
KRRO
$160M
$704K ﹤0.01%
68,500
+65,662
EMO
3848
ClearBridge Energy Midstream Opportunity Fund
EMO
$999M
$702K ﹤0.01%
13,177
+94
BJRI icon
3849
BJ's Restaurants
BJRI
$922M
$701K ﹤0.01%
20,128
-5,925
SITC icon
3850
SITE Centers
SITC
$256M
$694K ﹤0.01%
130,904
-177,760