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
FYC icon
4901
First Trust Small Cap Growth AlphaDEX Fund
FYC
$1.11B
$76.7K ﹤0.01%
825
+381
ELLO icon
4902
Ellomay Capital Ltd
ELLO
$294M
$76.5K ﹤0.01%
3,147
-4,610
TRIN icon
4903
Trinity Capital
TRIN
$1.52B
$76.4K ﹤0.01%
5,320
-5,641
MAKO
4904
Mako Mining
MAKO
$644M
$76.2K ﹤0.01%
+12,710
LOVE icon
4905
LoveSac
LOVE
$232M
$76K ﹤0.01%
5,413
+31
ALEC icon
4906
Alector
ALEC
$182M
$75.5K ﹤0.01%
37,379
+4,756
ISVL icon
4907
iShares International Developed Small Cap Value Factor ETF
ISVL
$318M
$75.5K ﹤0.01%
1,618
-10
EVC icon
4908
Entravision Communication
EVC
$807M
$75.3K ﹤0.01%
25,281
-14,616
HOVRW icon
4909
New Horizon Aircraft Ltd
HOVRW
$13.4M
0
CBFV icon
4910
CB Financial Services
CBFV
$173M
$75.1K ﹤0.01%
2,145
-1,465
MG icon
4911
Mistras Group
MG
$560M
$75K ﹤0.01%
5,139
-915
CZWI icon
4912
Citizens Community Bancorp
CZWI
$200M
$74.9K ﹤0.01%
3,831
-2,030
AIVL icon
4913
WisdomTree US AI Enhanced Value Fund
AIVL
$401M
$74.7K ﹤0.01%
658
+168
BRZU icon
4914
Direxion Daily MSCI Brazil Bull 2X ETF
BRZU
$86.3M
$74.6K ﹤0.01%
728
-380
CRCT icon
4915
Cricut
CRCT
$869M
$74.4K ﹤0.01%
19,633
+60
MPTI icon
4916
M-tron Industries
MPTI
$382M
$74.3K ﹤0.01%
1,123
-7,379
RGCO icon
4917
RGC Resources
RGCO
$239M
$74.3K ﹤0.01%
3,377
-7,199
XNOV icon
4918
FT Vest US Equity Enhance & Moderate Buffer ETF November
XNOV
$22.6M
$74.2K ﹤0.01%
2,013
DFSE icon
4919
Dimensional Emerging Markets Sustainability Core 1 ETF
DFSE
$599M
$74.1K ﹤0.01%
1,807
-18
AVSU icon
4920
Avantis Responsible US Equity ETF
AVSU
$453M
$74.1K ﹤0.01%
+1,034
DBI icon
4921
Designer Brands
DBI
$428M
$74K ﹤0.01%
13,879
+272
FDT icon
4922
First Trust Developed Markets ex-US AlphaDEX Fund
FDT
$1.24B
$73.9K ﹤0.01%
881
-47
PESI icon
4923
Perma-Fix Environmental Services
PESI
$204M
$73.7K ﹤0.01%
7,082
-58
TFLR icon
4924
T. Rowe Price Floating Rate ETF
TFLR
$602M
$73.6K ﹤0.01%
+1,466
WFG icon
4925
West Fraser Timber
WFG
$5.17B
$73.3K ﹤0.01%
1,143
-4,269