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
LAND
3926
Gladstone Land Corp
LAND
$403M
$593K ﹤0.01%
58,480
+29,514
URNJ icon
3927
Sprott Junior Uranium Miners ETF
URNJ
$390M
$591K ﹤0.01%
22,193
+304
LX
3928
LexinFintech Holdings
LX
$354M
$589K ﹤0.01%
284,381
-183,836
HLAL icon
3929
Wahed FTSE USA Shariah ETF
HLAL
$904M
$588K ﹤0.01%
+10,240
IBMR icon
3930
iShares iBonds Dec 2029 Term Muni Bond ETF
IBMR
$451M
$587K ﹤0.01%
+23,188
DJT icon
3931
Trump Media & Technology Group
DJT
$2.37B
$583K ﹤0.01%
66,845
-83,600
SH icon
3932
ProShares Short S&P500
SH
$1.07B
$582K ﹤0.01%
14,919
+11,542
LAW icon
3933
CS Disco
LAW
$245M
$581K ﹤0.01%
151,796
-24,355
CLOV icon
3934
Clover Health Investments
CLOV
$2.06B
$580K ﹤0.01%
337,095
+25,603
LOKVU
3935
Live Oak Acquisition Corp V Units
LOKVU
$575K ﹤0.01%
50,000
PNOV icon
3936
Innovator US Equity Power Buffer ETF November
PNOV
$926M
$575K ﹤0.01%
14,299
+13,527
BALT icon
3937
Innovator Defined Wealth Shield ETF
BALT
$2.47B
$574K ﹤0.01%
17,173
-4,008,756
REGL icon
3938
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.68B
$572K ﹤0.01%
6,716
+2,258
UHAL icon
3939
U-Haul Holding Co
UHAL
$10.8B
$572K ﹤0.01%
12,362
+1,897
ELME
3940
Elme Communities
ELME
$181M
$571K ﹤0.01%
286,918
-110,002
LPL icon
3941
LG Display
LPL
$4.99B
$568K ﹤0.01%
151,460
-18,679
SPXV icon
3942
ProShares S&P 500 ex-Health Care ETF
SPXV
$40.2M
$565K ﹤0.01%
8,183
-105
MMI icon
3943
Marcus & Millichap
MMI
$1.13B
$564K ﹤0.01%
21,543
-55,561
SKM icon
3944
SK Telecom
SKM
$14.9B
$563K ﹤0.01%
19,679
-308,674
ANSC
3945
Agriculture & Natural Solutions Acquisition Corp
ANSC
$472M
$561K ﹤0.01%
49,883
+59
OXM icon
3946
Oxford Industries
OXM
$653M
$561K ﹤0.01%
15,451
-35,630
ACTG icon
3947
Acacia Research
ACTG
$451M
$561K ﹤0.01%
115,856
-24,181
OPK icon
3948
Opko Health
OPK
$1.13B
$559K ﹤0.01%
508,484
-71,294
BCSS
3949
Bain Capital GSS Investment Corp
BCSS
$597M
$556K ﹤0.01%
55,075
EVER icon
3950
EverQuote
EVER
$683M
$555K ﹤0.01%
35,418
-22,863