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
OVLY icon
4826
Oak Valley Bancorp
OVLY
$288M
$89.1K ﹤0.01%
2,783
-1,225
DUST icon
4827
Direxion Daily Gold Miners Index Bear 2X ETF
DUST
$108M
$88.9K ﹤0.01%
+1,503
GENC icon
4828
Gencor Industries
GENC
$215M
$88.7K ﹤0.01%
6,051
-8,465
CIA icon
4829
Citizens
CIA
$262M
$88.6K ﹤0.01%
18,383
-16,168
FBYD icon
4830
Falcon's Beyond
FBYD
$719M
$88.6K ﹤0.01%
7,420
+1,543
RQI icon
4831
Cohen & Steers Quality Income Realty Fund
RQI
$1.82B
$88.5K ﹤0.01%
7,459
+6,534
BBHM
4832
BBH Select Mid Cap ETF
BBHM
$483M
$88.4K ﹤0.01%
+8,263
BJUL icon
4833
Innovator US Equity Buffer ETF July
BJUL
$274M
$88.2K ﹤0.01%
1,811
-3,336
BJAN icon
4834
Innovator US Equity Buffer ETF January
BJAN
$373M
$88.1K ﹤0.01%
1,683
-3,263
KWY
4835
Kingsway Corporation
KWY
$290M
$88K ﹤0.01%
8,573
+145
USCB icon
4836
USCB Financial Holdings
USCB
$343M
$87.8K ﹤0.01%
4,749
+81
PSQ icon
4837
ProShares Short QQQ
PSQ
$688M
$87.7K ﹤0.01%
2,632
-639
BOCT icon
4838
Innovator US Equity Buffer ETF October
BOCT
$296M
$87.2K ﹤0.01%
1,852
-3,903
GAIN icon
4839
Gladstone Investment Corp
GAIN
$611M
$86.9K ﹤0.01%
6,143
-772
IFLN
4840
Invesco Bloomberg Enhanced Fallen Angels ETF
IFLN
$318M
$86.5K ﹤0.01%
4,860
-1,548
FXNC icon
4841
First National Corp
FXNC
$263M
$86.4K ﹤0.01%
3,239
-778
REFI
4842
Chicago Atlantic Real Estate Finance
REFI
$239M
$86.2K ﹤0.01%
7,389
-44,692
LCNB icon
4843
LCNB Corp
LCNB
$240M
$86.2K ﹤0.01%
5,470
-4,008
PSFE icon
4844
Paysafe
PSFE
$354M
$85.7K ﹤0.01%
12,847
-267
DFSI icon
4845
Dimensional International Sustainability Core 1 ETF
DFSI
$1.07B
$85.6K ﹤0.01%
2,086
-30
RPAY icon
4846
Repay Holdings
RPAY
$287M
$85.5K ﹤0.01%
27,406
+425
XSMO icon
4847
Invesco S&P SmallCap Momentum ETF
XSMO
$2.81B
$85.4K ﹤0.01%
1,162
-1,825
CSB icon
4848
VictoryShares US Small Cap High Div Volatility Wtd ETF
CSB
$257M
$85.1K ﹤0.01%
1,393
+344
CHRS icon
4849
Coherus Oncology
CHRS
$224M
$85K ﹤0.01%
53,156
+2,000
HYLN icon
4850
Hyliion Holdings
HYLN
$1.23B
$85K ﹤0.01%
51,197
-5,901