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
BRBS icon
4701
Blue Ridge Bankshares
BRBS
$299M
$114K ﹤0.01%
28,248
-25,796
ENLV icon
4702
Enlivex Ltd
ENLV
$171M
$113K ﹤0.01%
125,948
+123,826
DDD icon
4703
3D Systems Corp
DDD
$428M
$113K ﹤0.01%
59,583
-824,437
ZIP icon
4704
ZipRecruiter
ZIP
$259M
$113K ﹤0.01%
63,432
-202,600
RSST icon
4705
Return Stacked US Stocks & Managed Futures ETF
RSST
$448M
$113K ﹤0.01%
4,100
+35
CGMM
4706
Capital Group U.S. Small and Mid Cap ETF
CGMM
$2.7B
$112K ﹤0.01%
3,952
+3,374
SEG
4707
Seaport Entertainment Group
SEG
$306M
$112K ﹤0.01%
5,354
+53
CATX icon
4708
Perspective Therapeutics
CATX
$346M
$112K ﹤0.01%
29,241
+1,207
NEXN
4709
Nexxen International
NEXN
$475M
$112K ﹤0.01%
17,044
-980
EVEX icon
4710
Eve Holding
EVEX
$996M
$112K ﹤0.01%
46,893
+7,896
NRT
4711
North European Oil Royalty Trust
NRT
$74M
$112K ﹤0.01%
12,317
RMR icon
4712
The RMR Group
RMR
$347M
$111K ﹤0.01%
7,217
-39,221
CADL icon
4713
Candel Therapeutics
CADL
$624M
$111K ﹤0.01%
24,863
+3,237
VABK icon
4714
Virginia National Bankshares
VABK
$229M
$110K ﹤0.01%
2,777
-561
EDOW icon
4715
First Trust Dow 30 Equal Weight ETF
EDOW
$308M
$109K ﹤0.01%
2,743
+1,128
STRW icon
4716
Strawberry Fields REIT
STRW
$175M
$109K ﹤0.01%
9,119
+5,833
RFIL icon
4717
RF Industries
RFIL
$173M
$109K ﹤0.01%
+11,207
SMTI icon
4718
Sanara MedTech
SMTI
$206M
$109K ﹤0.01%
6,290
-717
OACCW
4719
Oaktree Acquisition Corp III Life Sciences Warrant
OACCW
0
LAB icon
4720
Standard BioTools
LAB
$449M
$109K ﹤0.01%
117,886
-8,800
XBJL icon
4721
Innovator US Equity Accelerated 9 Buffer ETF July
XBJL
$74.6M
$108K ﹤0.01%
+2,901
TPZ
4722
Tortoise Electrification Infrastructure ETF
TPZ
$129M
$107K ﹤0.01%
4,904
-2,632
IMAY
4723
Innovator International Developed Power Buffer ETF - May
IMAY
$74.9M
$107K ﹤0.01%
3,630
+3,598
FWDI
4724
Forward Industries Inc
FWDI
$276M
$107K ﹤0.01%
24,866
+7,078
MYCH
4725
State Street My2028 Corporate Bond ETF
MYCH
$553M
$107K ﹤0.01%
+4,302