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
RSVR icon
4726
Reservoir Media
RSVR
$678M
$107K ﹤0.01%
11,272
-16,331
PAYM
4727
TrueShares S&P Autocallable Defensive Income ETF
PAYM
$112M
$107K ﹤0.01%
+4,715
LODE icon
4728
Comstock
LODE
$298M
$107K ﹤0.01%
36,724
+12,042
IBDW icon
4729
iShares iBonds Dec 2031 Term Corporate ETF
IBDW
$2.37B
$107K ﹤0.01%
5,130
+5,004
VTEX icon
4730
VTEX
VTEX
$621M
$107K ﹤0.01%
27,253
-17,761
NEWT icon
4731
NewtekOne
NEWT
$382M
$107K ﹤0.01%
10,095
-98,670
NRGV icon
4732
Energy Vault
NRGV
$975M
$106K ﹤0.01%
33,061
-18,603
NRC icon
4733
NRC Health Common Stock
NRC
$431M
$106K ﹤0.01%
6,208
+160
HSAI
4734
Hesai Group
HSAI
$2.91B
$106K ﹤0.01%
5,991
+3,510
TVACU
4735
Texas Ventures Acquisition III Corp Unit
TVACU
$106K ﹤0.01%
10,000
-5,000
MBBA
4736
iShares Mortgage-Backed Securities Active ETF
MBBA
$125M
$106K ﹤0.01%
+2,130
BOC icon
4737
Boston Omaha
BOC
$417M
$106K ﹤0.01%
8,851
+150
EVGO icon
4738
EVgo
EVGO
$300M
$106K ﹤0.01%
63,607
-597,636
JMSB icon
4739
John Marshall Bancorp
JMSB
$302M
$105K ﹤0.01%
5,145
-2,808
FSBW icon
4740
FS Bancorp
FSBW
$303M
$105K ﹤0.01%
2,678
-9,819
BETR icon
4741
Better Home & Finance Holding
BETR
$483M
$105K ﹤0.01%
3,135
+728
DNA icon
4742
Ginkgo Bioworks
DNA
$537M
$104K ﹤0.01%
19,026
+2,341
TARA icon
4743
Protara Therapeutics
TARA
$234M
$104K ﹤0.01%
21,490
+6,906
FF icon
4744
Future Fuel
FF
$191M
$104K ﹤0.01%
26,450
-5,295
XHYF
4745
DELISTED
BondBloxx USD High Yield Bond Financial & REIT Sector ETF
XHYF
$104K ﹤0.01%
2,853
-522
PKOH icon
4746
Park-Ohio Holdings
PKOH
$461M
$104K ﹤0.01%
4,419
-7,467
NLOP
4747
Net Lease Office Properties
NLOP
$177M
$104K ﹤0.01%
9,181
-11,512
JKS
4748
JinkoSolar
JKS
$1.05B
$104K ﹤0.01%
4,301
+68
TGRT icon
4749
T. Rowe Price Growth ETF
TGRT
$1.21B
$104K ﹤0.01%
+2,743
GXPT
4750
Global X PureCap MSCI Information Technology ETF
GXPT
$94.1M
$103K ﹤0.01%
+4,348