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
BKIE icon
4551
BNY Mellon International Equity ETF
BKIE
$1.21B
$157K ﹤0.01%
1,734
+1,310
PTLO icon
4552
Portillo's
PTLO
$289M
$157K ﹤0.01%
29,838
-295,275
WOOD icon
4553
iShares Global Timber & Forestry ETF
WOOD
$248M
$157K ﹤0.01%
2,265
+102
BNED icon
4554
Barnes & Noble Education
BNED
$356M
$156K ﹤0.01%
18,113
+11,672
SPXU icon
4555
ProShares UltraPro Short S&P 500
SPXU
$499M
$156K ﹤0.01%
2,513
-584
LWAY icon
4556
Lifeway Foods
LWAY
$361M
$156K ﹤0.01%
8,486
-7,894
CTGO icon
4557
Contango Silver & Gold Inc
CTGO
$508M
$155K ﹤0.01%
9,251
-14,379
AEBI
4558
Aebi Schmidt Holding AG
AEBI
$892M
$155K ﹤0.01%
16,441
+1,164
KRNT icon
4559
Kornit Digital
KRNT
$706M
$154K ﹤0.01%
10,727
-9,974
OBT icon
4560
Orange County Bancorp
OBT
$468M
$154K ﹤0.01%
4,767
-5,368
LXFR icon
4561
Luxfer Holdings
LXFR
$457M
$154K ﹤0.01%
12,874
-16,103
PFFA icon
4562
Virtus InfraCap US Preferred Stock ETF
PFFA
$2.37B
$153K ﹤0.01%
7,532
+7,253
RFDA icon
4563
ALPS Dynamic US Dividend Advantage ETF
RFDA
$87.8M
$153K ﹤0.01%
2,482
FLRG icon
4564
Fidelity US Multifactor ETF
FLRG
$288M
$153K ﹤0.01%
4,238
+2,392
XT icon
4565
iShares Future Exponential Technologies ETF
XT
$3.9B
$153K ﹤0.01%
2,320
+791
GCOW icon
4566
Pacer Global Cash Cows Dividend ETF
GCOW
$3.28B
$152K ﹤0.01%
3,321
+947
GSRFU
4567
GSR IV Acquisition Corp Units
GSRFU
$216M
$152K ﹤0.01%
14,500
-500
BKCG
4568
BNY Mellon Concentrated Growth ETF
BKCG
$118M
$151K ﹤0.01%
+4,571
RBB icon
4569
RBB Bancorp
RBB
$406M
$151K ﹤0.01%
7,078
-20,184
AKBA icon
4570
Akebia Therapeutics
AKBA
$251M
$151K ﹤0.01%
114,047
-79,979
THLV icon
4571
THOR Low Volatility ETF
THLV
$59.3M
$150K ﹤0.01%
4,763
-12
FXY icon
4572
Invesco CurrencyShares Japanese Yen Trust
FXY
$436M
$150K ﹤0.01%
2,613
-28,550
TTAM
4573
Titan America SA
TTAM
$2.89B
$150K ﹤0.01%
10,523
+319
AVMV icon
4574
Avantis US Mid Cap Value ETF
AVMV
$616M
$150K ﹤0.01%
+2,062
SAR icon
4575
Saratoga Investment
SAR
$364M
$150K ﹤0.01%
7,021