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
PEBO icon
4076
Peoples Bancorp
PEBO
$1.26B
$481K ﹤0.01%
14,819
-66,889
JRI icon
4077
Nuveen Real Asset Income & Growth Fund
JRI
$346M
$481K ﹤0.01%
+40,365
LNKB
4078
DELISTED
LINKBANCORP
LNKB
$480K ﹤0.01%
57,888
+49,163
PD icon
4079
PagerDuty
PD
$713M
$479K ﹤0.01%
77,921
-31,142
JOUT icon
4080
Johnson Outdoors
JOUT
$470M
$478K ﹤0.01%
10,293
-6,257
WCMI
4081
First Trust WCM International Equity ETF
WCMI
$1.43B
$477K ﹤0.01%
+29,579
KLAR
4082
Klarna Group
KLAR
$6.19B
$477K ﹤0.01%
38,193
+14,422
IDVZ
4083
Polen International Dividend Income Fund
IDVZ
$155M
$476K ﹤0.01%
14,461
+14,051
EYPT icon
4084
EyePoint Inc
EYPT
$988M
$475K ﹤0.01%
40,112
+2,923
KMTS
4085
Kestra Medical Technologies
KMTS
$1.13B
$473K ﹤0.01%
25,786
+5,997
HTZ icon
4086
Hertz
HTZ
$1.61B
$465K ﹤0.01%
103,778
+5,516
TG icon
4087
Tredegar Corp
TG
$269M
$465K ﹤0.01%
60,296
+1,537
ROBO icon
4088
ROBO Global Robotics & Automation Index ETF
ROBO
$1.88B
$463K ﹤0.01%
7,039
-3,045
EAOA icon
4089
iShares ESG Aware Aggressive Allocation ETF
EAOA
$36.6M
$463K ﹤0.01%
11,694
+89
LMB icon
4090
Limbach Holdings
LMB
$957M
$460K ﹤0.01%
5,946
+52
ABSI icon
4091
Absci
ABSI
$998M
$460K ﹤0.01%
166,590
-3,342
EVLV icon
4092
Evolv Technologies
EVLV
$1.06B
$459K ﹤0.01%
80,883
+9,077
ZSEP
4093
Innovator Equity Defined Protection ETF - 1 Yr September
ZSEP
$128M
$459K ﹤0.01%
17,289
-2,028
LUNG icon
4094
Pulmonx
LUNG
$64.6M
$458K ﹤0.01%
388,103
-38,676
ZBIO
4095
Zenas BioPharma
ZBIO
$1.1B
$458K ﹤0.01%
25,109
+3,383
ALCO icon
4096
Alico
ALCO
$304M
$457K ﹤0.01%
11,140
-3,602
TDVG icon
4097
T. Rowe Price Dividend Growth ETF
TDVG
$1.34B
$456K ﹤0.01%
10,420
-541
RVLV icon
4098
Revolve Group
RVLV
$1.35B
$454K ﹤0.01%
20,639
-29,071
PTA icon
4099
Cohen & Steers Tax-Advantaged Preferred Securities & Income Fund
PTA
$1.08B
$454K ﹤0.01%
+25,000
PDFS icon
4100
PDF Solutions
PDFS
$2.15B
$453K ﹤0.01%
14,668
+1,072