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
PAPR icon
4251
Innovator US Equity Power Buffer ETF April
PAPR
$950M
$311K ﹤0.01%
7,848
+5,733
ASST icon
4252
Strive Inc
ASST
$1.1B
$310K ﹤0.01%
33,091
+30,813
XMLV icon
4253
Invesco S&P MidCap Low Volatility ETF
XMLV
$719M
$310K ﹤0.01%
4,959
-912
ZH
4254
Zhihu
ZH
$272M
$307K ﹤0.01%
113,860
-11,527
GAL icon
4255
State Street Global Allocation ETF
GAL
$300M
$306K ﹤0.01%
6,305
+457
PMAR icon
4256
Innovator US Equity Power Buffer ETF March
PMAR
$762M
$305K ﹤0.01%
6,959
RLX icon
4257
RLX Technology
RLX
$2.44B
$304K ﹤0.01%
142,011
-905,826
USEP icon
4258
Innovator US Equity Ultra Buffer ETF September
USEP
$154M
$303K ﹤0.01%
+7,957
MCGA
4259
Yorkville Acquisition Corp
MCGA
$241M
$303K ﹤0.01%
29,937
+32
WYFI
4260
WhiteFiber Inc
WYFI
$899M
$303K ﹤0.01%
27,015
-83,477
CFA icon
4261
VictoryShares US 500 Volatility Wtd ETF
CFA
$531M
$303K ﹤0.01%
3,367
+1,260
DYORU
4262
Insight Digital Partners II Units
DYORU
$302K ﹤0.01%
30,000
FCBC icon
4263
First Community Bankshares
FCBC
$814M
$302K ﹤0.01%
7,245
-24,787
LAFAU
4264
LaFayette Acquisition Corp Unit
LAFAU
$105M
$302K ﹤0.01%
30,000
RICK icon
4265
RCI Hospitality Holdings
RICK
$189M
$301K ﹤0.01%
12,914
+6,973
DLS icon
4266
WisdomTree International SmallCap Dividend Fund
DLS
$1.05B
$301K ﹤0.01%
3,798
+124
FTMS
4267
Franklin Short-Term Municipal Income ETF
FTMS
$181M
$301K ﹤0.01%
30,366
+5,265
LGOV icon
4268
First Trust Long Duration Opportunities ETF
LGOV
$656M
$300K ﹤0.01%
13,996
-2,814
DGICA icon
4269
Donegal Group Class A
DGICA
$639M
$300K ﹤0.01%
17,480
-5,691
CPAI icon
4270
Counterpoint Quantitative Equity ETF
CPAI
$312M
$300K ﹤0.01%
7,415
+313
CBRL icon
4271
Cracker Barrel
CBRL
$750M
$299K ﹤0.01%
10,770
+566
RSPM icon
4272
Invesco S&P 500 Equal Weight Materials ETF
RSPM
$176M
$299K ﹤0.01%
7,866
-685
LYTS icon
4273
LSI Industries
LYTS
$828M
$298K ﹤0.01%
16,352
-23,014
XHLF icon
4274
BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
XHLF
$1.91B
$298K ﹤0.01%
5,920
+5,678
XJUL icon
4275
FT Vest US Equity Enhance & Moderate Buffer ETF July
XJUL
$70.9M
$298K ﹤0.01%
7,758
+5,879