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
PTLC icon
4626
Pacer Trendpilot US Large Cap ETF
PTLC
$3.27B
$134K ﹤0.01%
2,588
+751
PDLB icon
4627
Ponce Financial Group
PDLB
$460M
$133K ﹤0.01%
8,031
-6,609
RNP icon
4628
Cohen & Steers REIT and Preferred and Income Fund
RNP
$1B
$133K ﹤0.01%
6,845
FMAO icon
4629
Farmers & Merchants Bancorp
FMAO
$387M
$133K ﹤0.01%
5,194
-5,074
HCKT icon
4630
Hackett Group
HCKT
$275M
$133K ﹤0.01%
10,335
-135,210
RRGB icon
4631
Red Robin
RRGB
$80.8M
$133K ﹤0.01%
51,228
-9,828
SIGA icon
4632
SIGA Technologies
SIGA
$308M
$132K ﹤0.01%
25,186
-159,780
DRIP icon
4633
Direxion Daily S&P Oil & Gas Exp. & Prod. Bear 2X ETF
DRIP
$170M
$132K ﹤0.01%
33,254
+29,831
TENX icon
4634
Tenax Therapeutics
TENX
$285M
$132K ﹤0.01%
9,418
+8,516
NXDR
4635
Nextdoor Holdings
NXDR
$789M
$132K ﹤0.01%
96,812
-846,729
XES icon
4636
State Street SPDR S&P Oil & Gas Equipment & Services ETF
XES
$565M
$131K ﹤0.01%
1,139
+638
LSPD icon
4637
Lightspeed Commerce
LSPD
$1.27B
$130K ﹤0.01%
15,231
PGHY icon
4638
Invesco Global ex-US High Yield Corporate Bond ETF
PGHY
$215M
$129K ﹤0.01%
6,693
+6,550
MNPR icon
4639
Monopar Therapeutics
MNPR
$398M
$129K ﹤0.01%
2,422
+313
ACLC
4640
American Century Large Cap Equity ETF
ACLC
$301M
$129K ﹤0.01%
+1,800
EMPG
4641
Empro Group
EMPG
$129K ﹤0.01%
7,426
NBP
4642
NovaBridge Biosciences American Depositary Shares
NBP
$191M
$129K ﹤0.01%
57,489
-74,341
CLMB icon
4643
Climb Global Solutions
CLMB
$443M
$129K ﹤0.01%
6,639
-525
FDIS icon
4644
Fidelity MSCI Consumer Discretionary Index ETF
FDIS
$1.72B
$129K ﹤0.01%
1,425
+120
EU
4645
enCore Energy
EU
$268M
$129K ﹤0.01%
76,576
+1,411
PAYS icon
4646
Paysign
PAYS
$380M
$128K ﹤0.01%
22,208
-133,440
RSPN icon
4647
Invesco S&P 500 Equal Weight Industrials ETF
RSPN
$1.02B
$128K ﹤0.01%
2,284
-2,829,043
GOCT icon
4648
FT Vest US Equity Moderate Buffer ETF October
GOCT
$305M
$127K ﹤0.01%
3,351
+3,350
MLP icon
4649
Maui Land & Pineapple Co
MLP
$339M
$127K ﹤0.01%
8,361
+4,048
NINE
4650
Nine Energy Service Inc
NINE
$143M
$127K ﹤0.01%
+15,531