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
XOMA icon
4676
Xoma
XOMA
$528M
$121K ﹤0.01%
3,992
+157
QBER
4677
TrueShares Quarterly Bear Hedge ETF
QBER
$79.2M
$120K ﹤0.01%
+4,968
TSBK icon
4678
Timberland Bancorp
TSBK
$326M
$120K ﹤0.01%
3,061
-2,936
DCGO icon
4679
DocGo
DCGO
$55.2M
$120K ﹤0.01%
199,843
-45,500
BAMU icon
4680
Brookstone Ultra-Short Bond ETF
BAMU
$69M
$120K ﹤0.01%
4,737
+4,264
SPDV icon
4681
AAM S&P 500 High Dividend Value ETF
SPDV
$92.3M
$119K ﹤0.01%
3,225
+291
FXO icon
4682
First Trust Financials AlphaDEX Fund
FXO
$1.05B
$119K ﹤0.01%
2,174
+509
NWFL icon
4683
Norwood Financial Corp
NWFL
$335M
$119K ﹤0.01%
4,033
-3,017
TSSI
4684
TSS Inc
TSSI
$376M
$119K ﹤0.01%
10,081
+1,448
XRXDW
4685
Xerox Holdings Corp Warrants
XRXDW
$31.9M
0
BLOK icon
4686
Amplify Blockchain Technology ETF
BLOK
$1.28B
$119K ﹤0.01%
2,511
-10,186
VOXR
4687
Vox Royalty Corp
VOXR
$347M
$117K ﹤0.01%
24,525
-6,870
EDU icon
4688
New Oriental
EDU
$7.28B
$117K ﹤0.01%
2,145
-230,550
LJUL
4689
Innovator Premium Income 15 Buffer ETF - July
LJUL
$8.96M
$117K ﹤0.01%
4,915
+3,785
DCTH icon
4690
Delcath Systems
DCTH
$368M
$117K ﹤0.01%
13,175
+248
AUGZ icon
4691
TrueShares Structured Outcome August ETF
AUGZ
$44.7M
$117K ﹤0.01%
2,940
-1,442
DNUT icon
4692
Krispy Kreme
DNUT
$605M
$117K ﹤0.01%
34,490
+501
OCTZ
4693
TrueShares Structured Outcome October ETF
OCTZ
$44.7M
$116K ﹤0.01%
+2,892
FSTR icon
4694
Foster
FSTR
$434M
$116K ﹤0.01%
4,149
-7,612
MVBF icon
4695
MVB Financial
MVBF
$358M
$115K ﹤0.01%
4,598
-2,426
CZFS icon
4696
Citizens Financial Services
CZFS
$314M
$115K ﹤0.01%
1,890
-1,125
AGZD icon
4697
WisdomTree Trust WisdomTree Interest Rate Hedged US Aggregate Bond Fund
AGZD
$100M
$115K ﹤0.01%
5,127
-1,061
CIX icon
4698
Comp X International
CIX
$299M
$115K ﹤0.01%
4,906
-1,088
MBI icon
4699
MBIA
MBI
$312M
$114K ﹤0.01%
20,051
-76,557
KIDS icon
4700
OrthoPediatrics
KIDS
$471M
$114K ﹤0.01%
7,511
+607