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
OCSL icon
4401
Oaktree Specialty Lending
OCSL
$1.08B
$215K ﹤0.01%
19,221
-8,156
APOC
4402
Innovator Equity Defined Protection ETF - 6mo Apr/Oct
APOC
$66.7M
$214K ﹤0.01%
+8,299
ZAUG
4403
Innovator Equity Defined Protection ETF - 1 Yr August
ZAUG
$101M
$214K ﹤0.01%
+8,082
NFBK icon
4404
Northfield Bancorp
NFBK
$596M
$214K ﹤0.01%
15,923
-30,482
PRN icon
4405
Invesco Dorsey Wright Industrials Momentum ETF
PRN
$432M
$214K ﹤0.01%
1,150
RUM icon
4406
Rumble
RUM
$1.77B
$213K ﹤0.01%
45,678
-34,769
OAIM icon
4407
OneAscent International Equity ETF
OAIM
$352M
$213K ﹤0.01%
5,111
-21
GSBC icon
4408
Great Southern Bancorp
GSBC
$789M
$213K ﹤0.01%
3,405
-11,450
PRPL icon
4409
Purple Innovation
PRPL
$44.5M
$213K ﹤0.01%
328,635
-255,093
BSTP icon
4410
Innovator Buffer Step-Up Strategy ETF
BSTP
$59.2M
$213K ﹤0.01%
6,035
+5,431
HDRN
4411
Hadron Energy, Inc. Common Stock
HDRN
$207M
$212K ﹤0.01%
19,929
+36
CODI icon
4412
Compass Diversified
CODI
$803M
$211K ﹤0.01%
27,527
+1
QLD icon
4413
ProShares Ultra QQQ
QLD
$13.1B
$211K ﹤0.01%
3,692
+1,230
JBIO
4414
Jade Biosciences
JBIO
$876M
$210K ﹤0.01%
15,863
-4,736
FNOV icon
4415
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$209K ﹤0.01%
4,002
+3,070
GUSH icon
4416
Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF
GUSH
$241M
$209K ﹤0.01%
4,547
+1,715
BAND
4417
Bandwidth Inc
BAND
$2.34B
$209K ﹤0.01%
12,135
-11,274
LMNR icon
4418
Limoneira
LMNR
$215M
$208K ﹤0.01%
15,472
-1,441
CNDT icon
4419
Conduent
CNDT
$259M
$208K ﹤0.01%
157,468
-806,447
ORLA
4420
Orla Mining
ORLA
$3.92B
$208K ﹤0.01%
14,252
-113,514
CSPI icon
4421
CSP Inc
CSPI
$93.7M
$208K ﹤0.01%
25,671
-1,312
KXI icon
4422
iShares Global Consumer Staples ETF
KXI
$1B
$207K ﹤0.01%
3,099
-45
ABAT icon
4423
American Battery Technology Co
ABAT
$506M
$207K ﹤0.01%
82,556
+12,880
SSEAU
4424
Starry Sea Acquisition Corp Unit
SSEAU
$206K ﹤0.01%
20,000
HLXC
4425
Helix Acquisition Corp III
HLXC
$226M
$206K ﹤0.01%
+19,954