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
TAFL icon
4526
AB Tax-Aware Long Municipal ETF
TAFL
$57.7M
$165K ﹤0.01%
6,675
IPODU
4527
Dune Acquisition Corp II Units
IPODU
$165K ﹤0.01%
15,000
BYND icon
4528
Beyond Meat
BYND
$366M
$165K ﹤0.01%
270,482
-178,456
CAL icon
4529
Caleres
CAL
$417M
$164K ﹤0.01%
15,852
+526
CBAN icon
4530
Colony Bankcorp
CBAN
$428M
$164K ﹤0.01%
8,383
-11,008
RNA
4531
Atrium Therapeutics
RNA
$202M
$163K ﹤0.01%
+12,038
BMBL icon
4532
Bumble
BMBL
$370M
$163K ﹤0.01%
50,302
-535
BWMN icon
4533
Bowman Consulting
BWMN
$568M
$162K ﹤0.01%
5,819
-28,543
PXI icon
4534
Invesco Dorsey Wright Energy Momentum ETF
PXI
$79M
$162K ﹤0.01%
2,690
+2,560
LOCO icon
4535
El Pollo Loco
LOCO
$421M
$162K ﹤0.01%
11,734
-817
IBDV icon
4536
iShares iBonds Dec 2030 Term Corporate ETF
IBDV
$3.09B
$162K ﹤0.01%
7,426
+5,911
UYLD icon
4537
Angel Oak UltraShort Income ETF
UYLD
$1.52B
$162K ﹤0.01%
3,156
+902
FAZ icon
4538
Direxion Daily Financial Bear 3x ETF
FAZ
$109M
$161K ﹤0.01%
+2,988
SIXD
4539
AllianzIM U.S. Equity 6 Month Buffer10 Jun/Dec ETF
SIXD
$65.7M
$161K ﹤0.01%
5,784
-2,579
NEGG icon
4540
Newegg Commerce
NEGG
$364M
$161K ﹤0.01%
4,272
-4,268
PLSE icon
4541
Pulse Biosciences
PLSE
$1.75B
$161K ﹤0.01%
8,199
+1,094
WTBA icon
4542
West Bancorporation
WTBA
$410M
$160K ﹤0.01%
6,753
+282
UTG icon
4543
Reaves Utility Income Fund
UTG
$3.75B
$160K ﹤0.01%
4,098
+542
GLL icon
4544
ProShares UltraShort Gold
GLL
$114M
$160K ﹤0.01%
+7,348
FLGR icon
4545
Franklin FTSE Germany ETF
FLGR
$43.1M
$159K ﹤0.01%
5,257
-1,291
WLTG icon
4546
WealthTrust DBS Long Term Growth ETF
WLTG
$79.9M
$159K ﹤0.01%
+4,818
OAKM
4547
Oakmark U.S. Large Cap ETF
OAKM
$1.06B
$158K ﹤0.01%
5,857
+5,532
CZNC icon
4548
Citizens & Northern Corp
CZNC
$383M
$158K ﹤0.01%
7,096
+1
IWLG icon
4549
IQ Winslow Large Cap Growth ETF
IWLG
$308M
$158K ﹤0.01%
3,427
-821
SSTI icon
4550
SoundThinking
SSTI
$98.2M
$157K ﹤0.01%
24,422
-17,786