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
BGDV
4501
Bahl & Gaynor Dividend ETF
BGDV
$781M
$176K ﹤0.01%
6,554
+6,234
EQL icon
4502
ALPS Equal Sector Weight ETF
EQL
$705M
$175K ﹤0.01%
3,746
TRDA icon
4503
Entrada Therapeutics
TRDA
$247M
$175K ﹤0.01%
14,847
-55,914
PACB icon
4504
Pacific Biosciences
PACB
$450M
$175K ﹤0.01%
138,504
-318,404
SFIX
4505
Stitch Fix
SFIX
$467M
$174K ﹤0.01%
53,358
+6,431
EBS icon
4506
Emergent Biosolutions
EBS
$416M
$173K ﹤0.01%
21,541
+187
DSGR icon
4507
Distribution Solutions Group
DSGR
$1.27B
$172K ﹤0.01%
6,698
-8,628
BKMC icon
4508
BNY Mellon US Mid Cap Core Equity ETF
BKMC
$642M
$171K ﹤0.01%
+1,600
CMBS icon
4509
iShares CMBS ETF
CMBS
$480M
$171K ﹤0.01%
3,510
-4,954
DFH icon
4510
Dream Finders Homes
DFH
$1.34B
$170K ﹤0.01%
12,642
-27,421
CWBC
4511
Community West Bancshares
CWBC
$669M
$170K ﹤0.01%
7,477
-13,424
JGH icon
4512
Nuveen Global High Income Fund
JGH
$359M
$170K ﹤0.01%
14,313
-15,812
PTRN
4513
Pattern Group Inc
PTRN
$3.46B
$170K ﹤0.01%
14,313
-101,366
ELPC icon
4514
Copel
ELPC
$8.32B
$170K ﹤0.01%
14,873
+4,137
QVAL icon
4515
Alpha Architect US Quantitative Value ETF
QVAL
$576M
$169K ﹤0.01%
3,317
+3,162
SHMD
4516
SCHMID Group
SHMD
$322M
$169K ﹤0.01%
+30,786
FAS icon
4517
Direxion Daily Financial Bull 3x ETF
FAS
$2.16B
$169K ﹤0.01%
1,513
-280
CBNK icon
4518
Capital Bancorp
CBNK
$532M
$168K ﹤0.01%
5,676
-6,810
TRC icon
4519
Tejon Ranch
TRC
$519M
$167K ﹤0.01%
8,753
+117
PAUG icon
4520
Innovator US Equity Power Buffer ETF August
PAUG
$891M
$167K ﹤0.01%
3,966
-1,233
UXAP
4521
FT Vest U.S. Equity Uncapped Accelerator ETF - April
UXAP
$8.48M
$166K ﹤0.01%
4,668
+3,507
RELL icon
4522
Richardson Electronics
RELL
$236M
$166K ﹤0.01%
15,476
-3,784
CMCL icon
4523
Caledonia Mining Corp
CMCL
$385M
$166K ﹤0.01%
7,528
-20,414
FRPH icon
4524
FRP Holdings
FRPH
$451M
$166K ﹤0.01%
7,439
-11,843
AVR
4525
Anteris Technologies
AVR
$938M
$166K ﹤0.01%
32,413
-1,373,353