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
FRD icon
4776
Friedman Industries
FRD
$174M
$99.4K ﹤0.01%
5,586
-4,416
SUPV
4777
Grupo Supervielle
SUPV
$827M
$99.2K ﹤0.01%
11,777
+4,364
UTMD icon
4778
Utah Medical Products
UTMD
$215M
$99.1K ﹤0.01%
1,530
+25
UAC.U
4779
United Acquisition Corp I Units
UAC.U
$99K ﹤0.01%
+10,000
CTRN icon
4780
Citi Trends
CTRN
$360M
$98.7K ﹤0.01%
2,349
-103
GBFH
4781
GBank Financial Holdings
GBFH
$426M
$98.7K ﹤0.01%
3,746
-173
DBO icon
4782
Invesco DB Oil Fund
DBO
$402M
$98.5K ﹤0.01%
4,729
+89
FTK icon
4783
Flotek Industries
FTK
$851M
$98.3K ﹤0.01%
5,805
+114
RGS icon
4784
Regis Corp
RGS
$68.2M
$98K ﹤0.01%
4,056
+4,046
EH
4785
EHang Holdings
EH
$598M
$97.7K ﹤0.01%
10,705
+2,618
TSEL
4786
Touchstone Sands Capital US Select Growth ETF
TSEL
$126M
$97.4K ﹤0.01%
+4,111
BLNE
4787
Beeline Holdings
BLNE
$35.5M
$97.1K ﹤0.01%
+46,035
NML
4788
Neuberger Energy Infrastructure and Income Fund Inc
NML
$573M
$96.7K ﹤0.01%
9,182
PEO
4789
Adams Natural Resources Fund
PEO
$717M
$96.6K ﹤0.01%
3,406
-654
KARO icon
4790
Karooooo
KARO
$1.46B
$96.5K ﹤0.01%
2,037
-5,374
PJUL icon
4791
Innovator US Equity Power Buffer ETF July
PJUL
$998M
$96K ﹤0.01%
2,123
-173
MEC icon
4792
Mayville Engineering Co
MEC
$848M
$95.8K ﹤0.01%
5,481
-72
RC
4793
Ready Capital
RC
$283M
$95.4K ﹤0.01%
59,635
-57,153
WNEB icon
4794
Western New England Bancorp
WNEB
$268M
$95.3K ﹤0.01%
7,371
-774
GRNJ
4795
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$471M
$95.3K ﹤0.01%
+3,999
FVCB icon
4796
FVCBankcorp
FVCB
$292M
$95.2K ﹤0.01%
6,344
-3,454
YMAG icon
4797
YieldMax Magnificent 7 Fund of Option Income ETFs
YMAG
$315M
$95.2K ﹤0.01%
+8,268
DMAC icon
4798
DiaMedica Therapeutics
DMAC
$304M
$95.1K ﹤0.01%
14,316
+757
BLFY
4799
DELISTED
Blue Foundry Bancorp
BLFY
$95K ﹤0.01%
7,424
-2,542
ZVIA icon
4800
Zevia
ZVIA
$101M
$94.3K ﹤0.01%
78,546
+1,429