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
BKCI icon
4651
BNY Mellon Concentrated International ETF
BKCI
$131M
$127K ﹤0.01%
2,644
-106,287
NFGC
4652
New Found Gold
NFGC
$622M
$127K ﹤0.01%
+73,006
ENFR icon
4653
Alerian Energy Infrastructure ETF
ENFR
$472M
$127K ﹤0.01%
+3,272
LTBR icon
4654
Lightbridge
LTBR
$309M
$127K ﹤0.01%
12,852
+564
NXTG icon
4655
First Trust Indxx NextG ETF
NXTG
$563M
$127K ﹤0.01%
1,170
VOLT
4656
Tema Electrification ETF
VOLT
$712M
$127K ﹤0.01%
3,816
FTHI icon
4657
First Trust Exchange-Traded Fund VI First Trust BuyWrite Income ETF
FTHI
$2.24B
$126K ﹤0.01%
5,602
+2,123
FDUS icon
4658
Fidus Investment
FDUS
$701M
$125K ﹤0.01%
7,298
-24,947
XOEX
4659
Xtrackers S&P 100 Ex Top 20 ETF
XOEX
$227M
$125K ﹤0.01%
+3,590
FNLC icon
4660
First Bancorp
FNLC
$336M
$125K ﹤0.01%
4,421
-4,225
EOLS icon
4661
Evolus
EOLS
$439M
$124K ﹤0.01%
31,476
-194,126
DAVA icon
4662
Endava
DAVA
$147M
$124K ﹤0.01%
28,329
+27,829
SVV icon
4663
Savers
SVV
$1.38B
$124K ﹤0.01%
17,130
+356
PJUN icon
4664
Innovator US Equity Power Buffer ETF June
PJUN
$627M
$123K ﹤0.01%
+3,000
RCKY icon
4665
Rocky Brands
RCKY
$282M
$123K ﹤0.01%
3,231
+411
GSST icon
4666
Goldman Sachs Access Ultra Short Bond ETF
GSST
$1.51B
$123K ﹤0.01%
2,437
-243
PKBK icon
4667
Parke Bancorp
PKBK
$366M
$123K ﹤0.01%
4,353
-1,875
AGGH icon
4668
Simplify Aggregate Bond ETF
AGGH
$491M
$123K ﹤0.01%
+6,044
CALF icon
4669
Pacer US Small Cap Cash Cows 100 ETF
CALF
$3.49B
$123K ﹤0.01%
2,786
-720
LE icon
4670
Lands' End
LE
$328M
$122K ﹤0.01%
10,430
+4,017
REI icon
4671
Ring Energy
REI
$320M
$122K ﹤0.01%
75,765
+2,119
VNET
4672
VNET Group
VNET
$2.52B
$122K ﹤0.01%
15,360
-2,487,262
MVIS icon
4673
Microvision
MVIS
$129M
$121K ﹤0.01%
208,040
+79,050
ZLAB icon
4674
Zai Lab
ZLAB
$1.87B
$121K ﹤0.01%
6,781
-286,922
GASS icon
4675
StealthGas
GASS
$358M
$121K ﹤0.01%
13,408
+1,452