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
PCYO icon
4851
Pure Cycle
PCYO
$253M
$84.9K ﹤0.01%
8,471
+145
HYLS icon
4852
First Trust Exchange-Traded Fund IV First Trust Tactical High Yield ETF
HYLS
$1.64B
$84.8K ﹤0.01%
2,115
+723
FDBC icon
4853
Fidelity D&D Bancorp
FDBC
$276M
$84.7K ﹤0.01%
1,942
-1,433
FCCO icon
4854
First Community Corp
FCCO
$295M
$84.7K ﹤0.01%
2,930
-974
POWW icon
4855
Outdoor Holding Co
POWW
$233M
$84.3K ﹤0.01%
43,033
+6,588
JANT icon
4856
AllianzIM U.S. Equity Buffer10 Jan ETF
JANT
$64.2M
$84K ﹤0.01%
2,137
-4,426
NC icon
4857
NACCO Industries
NC
$401M
$83.9K ﹤0.01%
1,619
-3,896
CHGG icon
4858
Chegg
CHGG
$131M
$83.6K ﹤0.01%
124,497
+15,036
ELD icon
4859
WisdomTree Emerging Markets Local Debt Fund
ELD
$134M
$83.6K ﹤0.01%
3,018
-2
BGIG icon
4860
Bahl & Gaynor Income Growth ETF
BGIG
$2.13B
$83.6K ﹤0.01%
+2,554
MYFW icon
4861
First Western Financial
MYFW
$284M
$83.4K ﹤0.01%
3,365
-813
ONEY icon
4862
State Street SPDR Russell 1000 Yield Focus ETF
ONEY
$797M
$83.2K ﹤0.01%
702
+416
GRRR
4863
Gorilla Technology Group
GRRR
$474M
$82.9K ﹤0.01%
8,694
UROY
4864
Uranium Royalty Corp
UROY
$453M
$82.8K ﹤0.01%
+25,076
FHTX icon
4865
Foghorn Therapeutics
FHTX
$219M
$82.6K ﹤0.01%
18,685
+1,466
SKYH icon
4866
Sky Harbour Group
SKYH
$312M
$82.5K ﹤0.01%
8,669
+172
SPUC icon
4867
Simplify US Equity PLUS Upside Convexity ETF
SPUC
$93.9M
$82.3K ﹤0.01%
+1,920
ELDN icon
4868
Eledon Pharmaceuticals
ELDN
$263M
$82.3K ﹤0.01%
30,363
+7,921
ULCC icon
4869
Frontier Group Holdings
ULCC
$1.36B
$82.1K ﹤0.01%
24,077
-10,589
XTRE icon
4870
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
XTRE
$180M
$82K ﹤0.01%
1,657
+18
QUAD icon
4871
Quad
QUAD
$384M
$81.3K ﹤0.01%
12,170
+612
CV
4872
CapsoVision Inc
CV
$359M
$81K ﹤0.01%
11,318
+9,041
BBDC icon
4873
Barings BDC
BBDC
$873M
$81K ﹤0.01%
9,998
-128,236
WEYS icon
4874
Weyco Group
WEYS
$334M
$80.9K ﹤0.01%
2,528
-4,565
EVCM icon
4875
EverCommerce
EVCM
$1.63B
$80.9K ﹤0.01%
6,865
+685