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
ISTR icon
4601
Investar Holding Corp
ISTR
$400M
$141K ﹤0.01%
5,234
-3,116
TDUP icon
4602
ThredUp
TDUP
$622M
$141K ﹤0.01%
45,230
-439,859
VSTM icon
4603
Verastem
VSTM
$326M
$140K ﹤0.01%
28,778
+6,417
TPLC icon
4604
Timothy Plan US Large/Mid Cap Core ETF
TPLC
$311M
$140K ﹤0.01%
+3,064
CTA icon
4605
Simplify Managed Futures Strategy ETF
CTA
$1.56B
$139K ﹤0.01%
4,552
+4,324
CLPT icon
4606
ClearPoint Neuro
CLPT
$387M
$139K ﹤0.01%
16,059
+2,128
ADME icon
4607
Aptus Behavioral Momentum ETF
ADME
$273M
$139K ﹤0.01%
2,872
MMAX
4608
iShares Large Cap Max Buffer Mar ETF
MMAX
$72.3M
$138K ﹤0.01%
+5,212
AKTS
4609
Aktis Oncology
AKTS
$1.04B
$138K ﹤0.01%
+8,355
TOYO
4610
TOYO Co
TOYO
$595M
$138K ﹤0.01%
+18,621
CERS icon
4611
Cerus
CERS
$543M
$138K ﹤0.01%
79,680
-88,573
NATH icon
4612
Nathan's Famous
NATH
$417M
$138K ﹤0.01%
1,365
-11,572
PCRB icon
4613
Putnam ESG Core Bond ETF
PCRB
$6.87M
$138K ﹤0.01%
2,952
+433
FEIM icon
4614
Frequency Electronics
FEIM
$672M
$137K ﹤0.01%
3,205
-1,428
SHOC icon
4615
Strive US Semiconductor ETF
SHOC
$235M
$137K ﹤0.01%
2,012
-188
UFOX
4616
Defiance Connective Technologies ETF
UFOX
$1,000M
$137K ﹤0.01%
2,101
+157
STRT icon
4617
STRATTEC Security
STRT
$323M
$137K ﹤0.01%
1,814
+22
BLND icon
4618
Blend Labs
BLND
$392M
$136K ﹤0.01%
81,606
-460
MOMO
4619
Hello Group
MOMO
$829M
$136K ﹤0.01%
23,892
-608,340
BPRN icon
4620
Princeton Bancorp
BPRN
$240M
$136K ﹤0.01%
3,979
-1,358
BBBY
4621
Bed Bath & Beyond
BBBY
$432M
$136K ﹤0.01%
31,106
-9,186
CTMX icon
4622
CytomX Therapeutics
CTMX
$653M
$136K ﹤0.01%
30,741
+6,378
PDYN icon
4623
Palladyne AI
PDYN
$325M
$135K ﹤0.01%
25,099
+218
FMTM
4624
MarketDesk Focused U.S. Momentum ETF
FMTM
$161M
$135K ﹤0.01%
+4,056
TLTW icon
4625
iShares 20+ Year Treasury Bond BuyWrite Strategy ETF
TLTW
$1.96B
$134K ﹤0.01%
5,939
-106