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
INBX icon
4276
Inhibrx
INBX
$1.28B
$295K ﹤0.01%
4,932
-12,127
NBDS icon
4277
Neuberger Disrupters ETF
NBDS
$34.2M
$295K ﹤0.01%
+10,037
CEPU
4278
Central Puerto
CEPU
$2.2B
$295K ﹤0.01%
19,085
+7,002
GPMT
4279
Granite Point Mortgage Trust
GPMT
$73.3M
$293K ﹤0.01%
208,985
-7,853
FBLA
4280
FB Bancorp
FBLA
$228M
$293K ﹤0.01%
21,274
-48,621
DFAR icon
4281
Dimensional US Real Estate ETF
DFAR
$1.72B
$292K ﹤0.01%
12,538
+10,257
FBRT
4282
Franklin BSP Realty Trust
FBRT
$660M
$287K ﹤0.01%
33,685
-31,783
PSCI icon
4283
Invesco S&P SmallCap Industrials ETF
PSCI
$176M
$287K ﹤0.01%
1,921
-46
GRPN icon
4284
Groupon
GRPN
$625M
$287K ﹤0.01%
26,125
+15,697
MAYT icon
4285
AllianzIM U.S. Equity Buffer10 May ETF
MAYT
$220M
$287K ﹤0.01%
7,877
USAS
4286
Americas Gold and Silver
USAS
$1.61B
$287K ﹤0.01%
61,354
-72,532
FYEE icon
4287
Fidelity Yield Enhanced Equity ETF
FYEE
$181M
$286K ﹤0.01%
+10,857
STRV icon
4288
Strive 500 ETF
STRV
$1.1B
$286K ﹤0.01%
7,021
+1,268
WASH icon
4289
Washington Trust Bancorp
WASH
$637M
$286K ﹤0.01%
8,676
-14,709
BAPR icon
4290
Innovator US Equity Buffer ETF April
BAPR
$398M
$285K ﹤0.01%
5,970
+237
WNC icon
4291
Wabash National
WNC
$299M
$284K ﹤0.01%
33,641
-90,902
ILPT
4292
Industrial Logistics Properties Trust
ILPT
$574M
$284K ﹤0.01%
49,057
-119,587
GME.WS
4293
GameStop Corp Warrants
GME.WS
0
FTXO icon
4294
First Trust Nasdaq Bank ETF
FTXO
$297M
$281K ﹤0.01%
8,032
-8,806
NIQ
4295
NIQ Global Intelligence PLC
NIQ
$2.46B
$281K ﹤0.01%
27,003
+2,894
ERII icon
4296
Energy Recovery
ERII
$413M
$280K ﹤0.01%
28,551
+211
DOG
4297
ProShares Short Dow30
DOG
$109M
$278K ﹤0.01%
11,113
+5,546
DNOV icon
4298
FT Vest US Equity Deep Buffer ETF November
DNOV
$391M
$277K ﹤0.01%
5,865
-5,008
DDWM icon
4299
WisdomTree Dynamic International Equity Fund
DDWM
$1.4B
$276K ﹤0.01%
6,434
+322
IIIN icon
4300
Insteel Industries
IIIN
$553M
$275K ﹤0.01%
8,400
-22,392