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
RSSB icon
3901
Return Stacked Global Stocks & Bonds ETF
RSSB
$497M
$617K ﹤0.01%
23,300
+10,346
MNKD icon
3902
MannKind Corp
MNKD
$1.06B
$615K ﹤0.01%
259,660
-262,530
JUNW icon
3903
AllianzIM U.S. Equity Buffer20 Jun ETF
JUNW
$124M
$614K ﹤0.01%
+18,641
FLDR icon
3904
Fidelity Low Duration Bond Factor ETF
FLDR
$1.59B
$614K ﹤0.01%
12,275
+9,707
FXU icon
3905
First Trust Utilities AlphaDEX Fund
FXU
$829M
$611K ﹤0.01%
12,353
+1,212
PVLA
3906
Palvella Therapeutics
PVLA
$1.62B
$611K ﹤0.01%
5,519
+513
SWIM icon
3907
Latham Group
SWIM
$636M
$611K ﹤0.01%
118,127
-50,533
IBND icon
3908
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$465M
$610K ﹤0.01%
19,887
+2,198
OUSM icon
3909
ALPS O'Shares US Small-Cap Quality Dividend ETF
OUSM
$881M
$609K ﹤0.01%
14,168
-8,497
NVAX icon
3910
Novavax
NVAX
$1.64B
$608K ﹤0.01%
75,200
+2,995
AVGV icon
3911
Avantis All Equity Markets Value ETF
AVGV
$340M
$608K ﹤0.01%
8,040
-17
LEMB icon
3912
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$730M
$607K ﹤0.01%
15,016
-2,187
MLPA icon
3913
Global X MLP ETF
MLPA
$2.16B
$606K ﹤0.01%
11,094
-5,221
ONEW icon
3914
OneWater Marine
ONEW
$181M
$604K ﹤0.01%
67,536
+24,920
AMAL icon
3915
Amalgamated Financial
AMAL
$1.27B
$603K ﹤0.01%
15,767
-45,446
FCVT icon
3916
First Trust SSI Strategic Convertible Securities ETF
FCVT
$120M
$600K ﹤0.01%
13,970
-1,787
BWAY
3917
Brainsway
BWAY
$569M
$600K ﹤0.01%
47,030
+1,586
PAII
3918
Pyrophyte Acquisition Corp II
PAII
$278M
$600K ﹤0.01%
59,160
SRTY icon
3919
ProShares UltraPro Short Russell2000
SRTY
$74.3M
$599K ﹤0.01%
13,508
+12,550
MCS icon
3920
Marcus Corp
MCS
$614M
$598K ﹤0.01%
35,601
+4,756
TDTF icon
3921
FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
TDTF
$1.02B
$597K ﹤0.01%
24,796
+24,712
BELFA icon
3922
Bel Fuse Inc Class A
BELFA
$3.44B
$596K ﹤0.01%
3,310
+1,428
SPEU icon
3923
State Street SPDR Portfolio Europe ETF
SPEU
$714M
$596K ﹤0.01%
11,999
+4,948
ELVR
3924
Elevra Lithium Ltd
ELVR
$1.31B
$595K ﹤0.01%
10,766
-4,534
INVX
3925
Innovex International
INVX
$1.9B
$593K ﹤0.01%
24,469
+191