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
PEY icon
4351
Invesco High Yield Equity Dividend Achievers ETF
PEY
$1.07B
$249K ﹤0.01%
11,704
-11,995
USTB icon
4352
Victory Portfolios II VictoryShares Short-Term Bond ETF
USTB
$2.17B
$248K ﹤0.01%
+4,916
PTNQ icon
4353
Pacer Trendpilot 100 ETF
PTNQ
$1.27B
$248K ﹤0.01%
3,451
+2,427
SABR icon
4354
Sabre
SABR
$731M
$247K ﹤0.01%
176,681
-1,336,956
CSQ icon
4355
Calamos Strategic Total Return Fund
CSQ
$3.31B
$247K ﹤0.01%
14,959
-692
AVO icon
4356
Mission Produce
AVO
$939M
$246K ﹤0.01%
17,941
+530
GEF.B icon
4357
Greif Class B
GEF.B
$3.04B
$246K ﹤0.01%
2,838
-3,956
GHRS icon
4358
GH Research
GHRS
$1.6B
$246K ﹤0.01%
18,853
-28
LAES icon
4359
SEALSQ Corp
LAES
$813M
$245K ﹤0.01%
106,194
-8,106
DDEC icon
4360
FT Vest US Equity Deep Buffer ETF December
DDEC
$422M
$245K ﹤0.01%
5,623
+5,619
BNT
4361
Brookfield Wealth Solutions
BNT
$12.3B
$245K ﹤0.01%
6,093
+4,906
HYXF icon
4362
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
$204M
$244K ﹤0.01%
5,317
+5,140
IIIV icon
4363
i3 Verticals
IIIV
$388M
$243K ﹤0.01%
10,632
-1,350
PTL icon
4364
Inspire 500 ETF
PTL
$821M
$243K ﹤0.01%
+997
ERTH icon
4365
Invesco MSCI Sustainable Future ETF
ERTH
$144M
$243K ﹤0.01%
5,275
+2,200
ZNTL icon
4366
Zentalis Pharmaceuticals
ZNTL
$275M
$242K ﹤0.01%
113,126
-71,881
FDG icon
4367
American Century Focused Dynamic Growth ETF
FDG
$391M
$241K ﹤0.01%
2,203
+62
PRTA icon
4368
Prothena Corp
PRTA
$484M
$240K ﹤0.01%
25,967
-143,988
EBF icon
4369
Ennis
EBF
$519M
$240K ﹤0.01%
11,020
+697
IEZ icon
4370
iShares US Oil Equipment & Services ETF
IEZ
$632M
$239K ﹤0.01%
8,323
-49,758
EWJV icon
4371
iShares MSCI Japan Value ETF
EWJV
$699M
$239K ﹤0.01%
5,804
+4,554
TBLA icon
4372
Taboola.com
TBLA
$1.3B
$237K ﹤0.01%
78,620
+74,692
WLFC icon
4373
Willis Lease Finance
WLFC
$1.41B
$237K ﹤0.01%
1,452
+24
ITRN icon
4374
Ituran Location and Control
ITRN
$1.29B
$236K ﹤0.01%
4,926
-3,547
VTES icon
4375
Vanguard Short-Term Tax-Exempt Bond ETF
VTES
$1.89B
$236K ﹤0.01%
2,334
+812