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
ATEX icon
4476
Anterix
ATEX
$1.25B
$185K ﹤0.01%
5,076
+403
BTE icon
4477
Baytex Energy
BTE
$3.44B
$185K ﹤0.01%
42,578
-475,316
PSEP icon
4478
Innovator US Equity Power Buffer ETF September
PSEP
$855M
$185K ﹤0.01%
4,368
+2,738
CPSJ
4479
Calamos S&P 500 Structured Alt Protection ETF - July
CPSJ
$41.4M
$185K ﹤0.01%
6,918
-1,682
EIDO icon
4480
iShares MSCI Indonesia ETF
EIDO
$256M
$184K ﹤0.01%
11,877
-142,156
BZAI
4481
Blaize Holdings
BZAI
$236M
$183K ﹤0.01%
115,969
-3,524
CAML icon
4482
Congress Large Cap Growth ETF
CAML
$377M
$183K ﹤0.01%
+5,369
EDEN icon
4483
iShares MSCI Denmark ETF
EDEN
$196M
$183K ﹤0.01%
1,806
+1,739
SFST icon
4484
Southern First Bancshares
SFST
$558M
$183K ﹤0.01%
3,388
-2,488
VIOT
4485
Viomi Technology
VIOT
$63M
$181K ﹤0.01%
176,134
-64,859
CYH icon
4486
Community Health Systems
CYH
$386M
$181K ﹤0.01%
63,119
-986,524
FNY icon
4487
First Trust Mid Cap Growth AlphaDEX Fund
FNY
$550M
$181K ﹤0.01%
2,076
CVLG icon
4488
Covenant Logistics
CVLG
$1.1B
$180K ﹤0.01%
6,712
-16,736
MTGP icon
4489
WisdomTree Mortgage Plus Bond Fund
MTGP
$65.9M
$180K ﹤0.01%
4,074
+73
SDS icon
4490
ProShares UltraShort S&P500
SDS
$455M
$179K ﹤0.01%
2,246
-265
ARKW icon
4491
ARK Web x.0 ETF
ARKW
$1.66B
$179K ﹤0.01%
1,564
-3,837
HACK icon
4492
Amplify Cybersecurity ETF
HACK
$2.41B
$179K ﹤0.01%
2,471
-1,563
IMFL icon
4493
Invesco International Developed Dynamic Multifactor ETF
IMFL
$974M
$179K ﹤0.01%
5,843
+3,862
ANGO icon
4494
AngioDynamics
ANGO
$493M
$178K ﹤0.01%
16,400
+145
CRML icon
4495
Critical Metals Corp
CRML
$1.43B
$178K ﹤0.01%
26,687
+7,492
POCT icon
4496
Innovator US Equity Power Buffer ETF October
POCT
$1.01B
$178K ﹤0.01%
4,191
-2,492
AMZA icon
4497
InfraCap MLP ETF
AMZA
$454M
$177K ﹤0.01%
3,795
+44
CMCO icon
4498
Columbus McKinnon
CMCO
$370M
$177K ﹤0.01%
12,675
+151
UMAR icon
4499
Innovator US Equity Ultra Buffer ETF March
UMAR
$212M
$176K ﹤0.01%
+4,484
HNST icon
4500
The Honest Company
HNST
$358M
$176K ﹤0.01%
60,748
-34,910