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
RCMT icon
4101
RCM Technologies
RCMT
$169M
$453K ﹤0.01%
23,405
+11,067
KGEI
4102
Kolibri Global Energy
KGEI
$191M
$450K ﹤0.01%
78,726
-40,019
DC icon
4103
Dakota Gold
DC
$671M
$450K ﹤0.01%
96,546
-61,647
PAR icon
4104
PAR Technology
PAR
$555M
$449K ﹤0.01%
35,034
+2,894
BLZE icon
4105
Backblaze
BLZE
$466M
$448K ﹤0.01%
135,468
-470,457
DRD
4106
DRDGold
DRD
$2.05B
$448K ﹤0.01%
16,208
+8,252
REPX icon
4107
Riley Exploration Permian
REPX
$753M
$448K ﹤0.01%
12,203
+4,689
FWRG icon
4108
First Watch Restaurant Group
FWRG
$628M
$446K ﹤0.01%
44,146
-1,838,525
ZJAN
4109
Innovator Equity Defined Protection ETF - 1 Yr January
ZJAN
$116M
$443K ﹤0.01%
+16,316
AEVA
4110
Aeva Technologies
AEVA
$1.45B
$441K ﹤0.01%
37,943
+9,021
RAPP
4111
Rapport Therapeutics
RAPP
$1.73B
$439K ﹤0.01%
15,846
+717
ERX icon
4112
Direxion Daily Energy Bull 2X ETF
ERX
$251M
$438K ﹤0.01%
4,145
+3,429
MLR icon
4113
Miller Industries
MLR
$541M
$435K ﹤0.01%
9,578
-15,281
SMWB icon
4114
Similarweb
SMWB
$356M
$435K ﹤0.01%
175,207
+154,958
MODL icon
4115
VictoryShares WestEnd US Sector ETF
MODL
$987M
$434K ﹤0.01%
9,964
+7,412
CCB icon
4116
Coastal Financial
CCB
$1.07B
$434K ﹤0.01%
5,843
+79
BZUN
4117
Baozun
BZUN
$154M
$433K ﹤0.01%
185,082
+1,826
SHYD icon
4118
VanEck Short High Yield Muni ETF
SHYD
$426M
$432K ﹤0.01%
19,120
+10,208
BIRK icon
4119
Birkenstock
BIRK
$7.79B
$431K ﹤0.01%
12,655
-5,475
TAXX icon
4120
BondBloxx IR+M Tax Aware Short Duration ETF
TAXX
$288M
$429K ﹤0.01%
8,501
+1,528
XSEP icon
4121
FT Vest US Equity Enhance & Moderate Buffer ETF September
XSEP
$123M
$429K ﹤0.01%
+10,390
ITRG
4122
Integra Resources
ITRG
$487M
$426K ﹤0.01%
+165,733
VBND icon
4123
Vident US Bond Strategy ETF
VBND
$508M
$425K ﹤0.01%
9,818
+1,871
RM icon
4124
Regional Management Corp
RM
$331M
$425K ﹤0.01%
13,379
+4,850
ESOA icon
4125
Energy Services of America
ESOA
$278M
$424K ﹤0.01%
32,120
+8,485