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
AMPY icon
4376
Amplify Energy
AMPY
$192M
$236K ﹤0.01%
36,778
+36,692
SHBI icon
4377
Shore Bancshares
SHBI
$695M
$235K ﹤0.01%
12,822
-18,332
AROW icon
4378
Arrow Financial
AROW
$610M
$233K ﹤0.01%
6,976
-6,978
GETY icon
4379
Getty Images
GETY
$330M
$232K ﹤0.01%
312,536
-1,827,550
OCTU
4380
AllianzIM U.S. Equity Buffer15 Uncapped Oct ETF
OCTU
$58.1M
$232K ﹤0.01%
8,555
+6,165
TMB
4381
Thornburg Multi Sector Bond ETF
TMB
$184M
$232K ﹤0.01%
9,117
+7,164
IMPP icon
4382
Imperial Petroleum
IMPP
$233M
$232K ﹤0.01%
+52,640
ACIO icon
4383
Aptus Collared Investment Opportunity ETF
ACIO
$2.33B
$231K ﹤0.01%
5,612
-1,027
QCLN icon
4384
First Trust NASDAQ Clean Edge Green Energy Index Fund
QCLN
$826M
$230K ﹤0.01%
5,274
-1,264
BDEC icon
4385
Innovator US Equity Buffer ETF December
BDEC
$254M
$228K ﹤0.01%
+4,858
DFE icon
4386
WisdomTree Europe SmallCap Dividend Fund
DFE
$164M
$228K ﹤0.01%
3,285
GCO icon
4387
Genesco
GCO
$443M
$228K ﹤0.01%
8,182
+3,838
VFVA icon
4388
Vanguard US Value Factor ETF
VFVA
$824M
$227K ﹤0.01%
+1,715
SCYB icon
4389
Schwab High Yield Bond ETF
SCYB
$2.51B
$227K ﹤0.01%
8,795
+6,541
ACNB icon
4390
ACNB Corp
ACNB
$553M
$227K ﹤0.01%
4,763
-29
FMAG icon
4391
Fidelity Magellan ETF
FMAG
$249M
$226K ﹤0.01%
+7,393
PFI icon
4392
Invesco Dorsey Wright Financial Momentum ETF
PFI
$32.8M
$223K ﹤0.01%
+4,300
RR icon
4393
Richtech Robotics
RR
$610M
$222K ﹤0.01%
117,965
+7,850
CGBD icon
4394
Carlyle Secured Lending
CGBD
$750M
$220K ﹤0.01%
19,500
-102,112
FRST icon
4395
Primis Financial Corp
FRST
$370M
$219K ﹤0.01%
16,651
-24,547
CARE icon
4396
Carter Bankshares
CARE
$631M
$218K ﹤0.01%
9,416
-29,258
KRNY icon
4397
Kearny Financial
KRNY
$518M
$217K ﹤0.01%
29,266
-52,124
TUR icon
4398
iShares MSCI Turkey ETF
TUR
$215M
$217K ﹤0.01%
5,819
-372
BJUN icon
4399
Innovator US Equity Buffer ETF June
BJUN
$136M
$217K ﹤0.01%
4,782
-1,338
JULZ icon
4400
TrueShares Structured Outcome July ETF
JULZ
$33.6M
$216K ﹤0.01%
5,497