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
FLAU icon
4926
Franklin FTSE Australia ETF
FLAU
$82.2M
$73.2K ﹤0.01%
2,268
-292
ESCA icon
4927
Escalade
ESCA
$247M
$73.2K ﹤0.01%
4,178
-8,454
SEVN
4928
Seven Hills Realty Trust
SEVN
$192M
$73.1K ﹤0.01%
8,973
-15,861
MRBK icon
4929
Meridian
MRBK
$225M
$73K ﹤0.01%
3,868
-13,242
FLXS icon
4930
Flexsteel Industries
FLXS
$232M
$73K ﹤0.01%
1,629
-3,978
III icon
4931
Information Services Group
III
$203M
$72.9K ﹤0.01%
19,042
-38,674
CBK
4932
Commercial Bancgroup
CBK
$407M
$72.9K ﹤0.01%
2,805
+48
BPRE
4933
Bluerock Private Real Estate Fund
BPRE
$72.8K ﹤0.01%
4,523
-28,277
HYT icon
4934
BlackRock Corporate High Yield Fund
HYT
$1.4B
$72.8K ﹤0.01%
+8,822
YANG icon
4935
Direxion Daily FTSE China Bear 3X ETF
YANG
$226M
$72.7K ﹤0.01%
+2,303
ZALT icon
4936
Innovator US Equity 10 Buffer ETF Quarterly
ZALT
$619M
$72.7K ﹤0.01%
+2,238
ACVF icon
4937
American Conservative Values ETF
ACVF
$150M
$72.6K ﹤0.01%
1,562
+1,445
PACK icon
4938
Ranpak Holdings
PACK
$581M
$72.4K ﹤0.01%
20,991
-92,398
ISRA icon
4939
VanEck Israel ETF
ISRA
$154M
$72.2K ﹤0.01%
1,250
+1,000
JHMB icon
4940
John Hancock Mortgage-Backed Securities ETF
JHMB
$199M
$71.8K ﹤0.01%
3,270
-487
CINT icon
4941
CI&T Inc
CINT
$509M
$71.8K ﹤0.01%
14,387
-492,374
FVRR icon
4942
Fiverr
FVRR
$368M
$71.8K ﹤0.01%
7,309
-31,771
KOMP icon
4943
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.79B
$71.7K ﹤0.01%
1,280
+1,076
AIRO
4944
AIRO Group Holdings
AIRO
$261M
$71.5K ﹤0.01%
8,346
+5,104
PLTK icon
4945
Playtika
PLTK
$1.18B
$71.5K ﹤0.01%
26,283
-287,453
JAKK icon
4946
Jakks Pacific
JAKK
$248M
$71.4K ﹤0.01%
3,663
+63
TWIN icon
4947
Twin Disc
TWIN
$287M
$71.3K ﹤0.01%
4,834
+1
RFFC icon
4948
ALPS Active Equity Opportunity ETF
RFFC
$29.3M
$71.2K ﹤0.01%
1,103
FIDU icon
4949
Fidelity MSCI Industrials Index ETF
FIDU
$2.09B
$70.8K ﹤0.01%
846
+94
AQWA icon
4950
Global X Clean Water ETF
AQWA
$23.6M
$70.7K ﹤0.01%
3,800
+2,999