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
RWX icon
4876
State Street SPDR Dow Jones International Real Estate ETF
RWX
$256M
$80.7K ﹤0.01%
3,086
-141
NXDT
4877
NexPoint Diversified Real Estate Trust
NXDT
$267M
$80.6K ﹤0.01%
17,725
-19,200
HWBK icon
4878
Hawthorn Bancshares
HWBK
$251M
$80.5K ﹤0.01%
2,340
-701
BCBP icon
4879
BCB Bancorp
BCBP
$195M
$80.5K ﹤0.01%
9,177
-2,846
ASUR icon
4880
Asure Software
ASUR
$254M
$80.1K ﹤0.01%
9,592
-1,920
DGS icon
4881
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.75B
$79.9K ﹤0.01%
1,366
+112
IBDX icon
4882
iShares iBonds Dec 2032 Term Corporate ETF
IBDX
$1.65B
$79.8K ﹤0.01%
3,177
+3,076
EWN icon
4883
iShares MSCI Netherlands ETF
EWN
$531M
$79.8K ﹤0.01%
1,441
-75
GWRS icon
4884
Global Water Resources
GWRS
$208M
$79.7K ﹤0.01%
10,553
-3,382
UTF icon
4885
Cohen & Steers Infrastructure Fund
UTF
$3.04B
$79.6K ﹤0.01%
3,120
BNTC icon
4886
Benitec Biopharma
BNTC
$362M
$79.3K ﹤0.01%
7,885
+1,857
QGRO icon
4887
American Century US Quality Growth ETF
QGRO
$2.15B
$79.2K ﹤0.01%
780
+209
STRZ
4888
Starz Entertainment Corp
STRZ
$439M
$79.1K ﹤0.01%
6,813
-624
RPT
4889
Rithm Property Trust
RPT
$113M
$78.7K ﹤0.01%
5,859
-5,766
GCBC icon
4890
Greene County Bancorp
GCBC
$470M
$78.7K ﹤0.01%
3,450
-74
NGEN
4891
NervGen Pharma
NGEN
$198M
$78.6K ﹤0.01%
+13,462
USNA icon
4892
Usana Health Sciences
USNA
$333M
$78.6K ﹤0.01%
4,445
-44
INV
4893
Innventure Inc
INV
$492M
$78.3K ﹤0.01%
21,684
+10,756
PONY
4894
Pony AI Inc
PONY
$3.74B
$78.2K ﹤0.01%
9,159
-10,722
CHAT icon
4895
Roundhill Generative AI & Technology ETF
CHAT
$1.9B
$78.1K ﹤0.01%
1,322
QLV icon
4896
FlexShares US Quality Low Volatility Index Fund
QLV
$160M
$78K ﹤0.01%
1,102
+262
USAU icon
4897
US Gold Corp
USAU
$227M
$77.9K ﹤0.01%
5,564
+820
ALMU
4898
Aeluma Inc
ALMU
$414M
$77.7K ﹤0.01%
6,129
+923
KRMD icon
4899
KORU Medical Systems
KRMD
$181M
$77K ﹤0.01%
18,114
+279
EFT
4900
Eaton Vance Floating-Rate Income Trust
EFT
$285M
$76.9K ﹤0.01%
7,393
-2,030