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
CHMG icon
4801
Chemung Financial Corp
CHMG
$342M
$93.6K ﹤0.01%
1,693
-5,685
FEP icon
4802
First Trust Europe AlphaDEX Fund
FEP
$510M
$93.4K ﹤0.01%
1,782
-19
LOMA
4803
Loma Negra
LOMA
$1.3B
$93.1K ﹤0.01%
8,900
+3,802
PRVS
4804
Parnassus Value Select ETF
PRVS
$24.7M
$93K ﹤0.01%
3,463
BKGI icon
4805
BNY Mellon Global Infrastructure Income ETF
BKGI
$1.08B
$92.6K ﹤0.01%
2,102
+410
INFU icon
4806
InfuSystem Holdings
INFU
$186M
$92.5K ﹤0.01%
9,896
-1,793
PAYH
4807
TrueShares S&P Autocallable High Income ETF
PAYH
$28.4M
$92.5K ﹤0.01%
+4,482
GWX icon
4808
State Street SPDR S&P International Small Cap ETF
GWX
$868M
$92.4K ﹤0.01%
2,260
OSCV icon
4809
Opus Small Cap Value ETF
OSCV
$669M
$92.1K ﹤0.01%
2,374
CMT icon
4810
Core Molding Technologies
CMT
$198M
$91.4K ﹤0.01%
4,043
+57
JULM
4811
FT Vest U.S. Equity Max Buffer ETF - July
JULM
$25M
$91.3K ﹤0.01%
+2,739
NKSH icon
4812
National Bankshares
NKSH
$222M
$91.3K ﹤0.01%
2,538
-1,774
IPEXR
4813
Inflection Point Acquisition Corp V Rights
IPEXR
$91K ﹤0.01%
150,000
NKLR
4814
Terra Innovatum Global N.V.
NKLR
$619M
$91K ﹤0.01%
+20,819
COSO
4815
CoastalSouth Bancshares
COSO
$316M
$90.7K ﹤0.01%
3,732
+1,220
CFFI icon
4816
C&F Financial
CFFI
$244M
$90.5K ﹤0.01%
1,241
-56
ASLE icon
4817
AerSale
ASLE
$301M
$90.3K ﹤0.01%
14,957
+1,771
LENZ
4818
LENZ Therapeutics
LENZ
$220M
$90.2K ﹤0.01%
10,883
+1,418
FUNC icon
4819
First United
FUNC
$256M
$90K ﹤0.01%
2,447
-1,026
JHSC icon
4820
John Hancock Multifactor Small Cap ETF
JHSC
$662M
$89.8K ﹤0.01%
2,143
+2,142
FRAF icon
4821
Franklin Financial Services
FRAF
$264M
$89.8K ﹤0.01%
1,741
+28
RZLT icon
4822
Rezolute
RZLT
$409M
$89.6K ﹤0.01%
31,455
-5,493
EGAN icon
4823
eGain
EGAN
$198M
$89.3K ﹤0.01%
11,362
+154
XJH icon
4824
iShares ESG Screened S&P Mid-Cap ETF
XJH
$391M
$89.3K ﹤0.01%
2,029
+1,521
ECXWW
4825
ECARX Holdings Warrants
ECXWW
0