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
LCID icon
3851
Lucid Motors
LCID
$2.02B
$691K ﹤0.01%
75,566
-26,930
MTUS icon
3852
Metallus
MTUS
$830M
$685K ﹤0.01%
42,306
-14,473
HBT icon
3853
HBT Financial
HBT
$1.05B
$684K ﹤0.01%
25,251
-3,609
STAA icon
3854
STAAR Surgical
STAA
$1.52B
$684K ﹤0.01%
37,294
-12,211
AGZ icon
3855
iShares Agency Bond ETF
AGZ
$549M
$683K ﹤0.01%
6,219
-302
HYDW icon
3856
Xtrackers Low Beta High Yield Bond ETF
HYDW
$65.2M
$682K ﹤0.01%
14,757
+2,656
CBIO
3857
Crescent Biopharma
CBIO
$486M
$681K ﹤0.01%
41,004
+17,665
PCAP
3858
ProCap Acquisition Corp
PCAP
$326M
$678K ﹤0.01%
66,581
+46
FXL icon
3859
First Trust Technology AlphaDEX Fund
FXL
$1.71B
$676K ﹤0.01%
4,435
+638
OPRT icon
3860
Oportun Financial
OPRT
$221M
$676K ﹤0.01%
152,577
-8,233
SKYQ
3861
Sky Quarry Inc
SKYQ
$8.97M
$675K ﹤0.01%
281,235
KWT icon
3862
iShares MSCI Kuwait ETF
KWT
$70.1M
$675K ﹤0.01%
18,968
-10,738
DFEN icon
3863
Direxion Daily Aerospace & Defense Bull 3X ETF
DFEN
$409M
$675K ﹤0.01%
11,888
-3,310
THD icon
3864
iShares MSCI Thailand ETF
THD
$263M
$674K ﹤0.01%
10,071
+3,941
PEB.PRE icon
3865
Pebblebrook Hotel Trust 6.375% Series E Preferred Shares
PEB.PRE
$87.5M
$673K ﹤0.01%
33,466
-1,260
HDSN
3866
Hudson Technologies
HDSN
$230M
$672K ﹤0.01%
117,539
-10,032
BMA icon
3867
Banco Macro
BMA
$5.47B
$671K ﹤0.01%
9,578
+3,147
XPEL icon
3868
XPEL
XPEL
$1.24B
$670K ﹤0.01%
16,799
+308
QUS icon
3869
State Street SPDR MSCI USA StrategicFactors ETF
QUS
$1.63B
$670K ﹤0.01%
3,978
+645
DOCT
3870
FT Vest US Equity Deep Buffer ETF October
DOCT
$389M
$668K ﹤0.01%
15,615
-6,962
FTXR icon
3871
First Trust Nasdaq Transportation ETF
FTXR
$1.07B
$666K ﹤0.01%
18,098
+17,261
MCHB
3872
Mechanics Bancorp
MCHB
$3.33B
$666K ﹤0.01%
46,130
+6,509
BCML icon
3873
BayCom
BCML
$346M
$665K ﹤0.01%
22,437
-5,990
SAC
3874
Safeguard Acquisition Corp
SAC
$314M
$664K ﹤0.01%
+66,668
CDNA icon
3875
CareDx
CDNA
$1.16B
$663K ﹤0.01%
40,323
+815