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
CRANU
4201
Crane Harbor Acquisition Corp II Units
CRANU
$353K ﹤0.01%
35,000
KFRC icon
4202
Kforce
KFRC
$848M
$353K ﹤0.01%
11,957
-5,446
ONT
4203
Onterris Inc
ONT
$620M
$351K ﹤0.01%
16,730
+101
TIPZ icon
4204
PIMCO Broad US TIPS Index Exchange-Traded Fund
TIPZ
$90.4M
$351K ﹤0.01%
6,603
-32
TJUL icon
4205
Innovator Equity Defined Protection ETF - 2 Yr to July 2027
TJUL
$135M
$350K ﹤0.01%
11,983
+8,065
XMHQ icon
4206
Invesco S&P MidCap Quality ETF
XMHQ
$5.32B
$349K ﹤0.01%
3,470
+89
TH icon
4207
Target Hospitality
TH
$1.6B
$348K ﹤0.01%
37,610
-38,571
RODM icon
4208
Hartford Multifactor Developed Markets ex-US ETF
RODM
$1.52B
$347K ﹤0.01%
9,019
+3,595
FLQS icon
4209
Franklin US Small Cap Multifactor Index ETF
FLQS
$50.3M
$345K ﹤0.01%
8,223
+1,740
PTF icon
4210
Invesco Dorsey Wright Technology Momentum ETF
PTF
$683M
$345K ﹤0.01%
4,236
-5,054
GAUG icon
4211
FT Vest US Equity Moderate Buffer ETF August
GAUG
$298M
$344K ﹤0.01%
9,022
-4,253
PRSU
4212
Pursuit Attractions and Hospitality Inc
PRSU
$1.2B
$343K ﹤0.01%
9,620
+902
MX icon
4213
Magnachip Semiconductor
MX
$253M
$341K ﹤0.01%
126,326
-1,936
PSIX
4214
Power Solutions International
PSIX
$867M
$340K ﹤0.01%
6,062
+69
DUOT icon
4215
Duos Technologies
DUOT
$345M
$338K ﹤0.01%
+53,747
BSCU icon
4216
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.53B
$336K ﹤0.01%
20,210
+11,418
MATW icon
4217
Matthews International
MATW
$791M
$336K ﹤0.01%
13,359
+152
EVTR icon
4218
Eaton Vance Total Return Bond ETF
EVTR
$5.3B
$336K ﹤0.01%
6,613
+2,132
GOVZ icon
4219
iShares 25+ Year Treasury STRIPS Bond ETF
GOVZ
$266M
$332K ﹤0.01%
9,021
-7,576
PSI icon
4220
Invesco Semiconductors ETF
PSI
$2.4B
$331K ﹤0.01%
3,742
+850
KRBN icon
4221
KraneShares Global Carbon Strategy ETF
KRBN
$140M
$331K ﹤0.01%
11,281
-2,145
UDOW icon
4222
ProShares UltraPro Dow 30
UDOW
$831M
$330K ﹤0.01%
7,065
+3,007
ARHS icon
4223
Arhaus
ARHS
$896M
$330K ﹤0.01%
50,623
-2,094,826
BBSI icon
4224
Barrett Business Services
BBSI
$810M
$329K ﹤0.01%
11,005
-57,409
SILJ icon
4225
Amplify Junior Silver Miners ETF
SILJ
$3.44B
$328K ﹤0.01%
+12,024