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
BSVN icon
4951
Bank7 Corp
BSVN
$429M
$70.3K ﹤0.01%
1,768
-68
FC icon
4952
Franklin Covey
FC
$270M
$70.1K ﹤0.01%
4,516
-439
BUFF icon
4953
Innovator Laddered Allocation Power Buffer ETF
BUFF
$862M
$70K ﹤0.01%
1,438
-43
CMRC
4954
Commerce.com Inc Series 1
CMRC
$233M
$69.8K ﹤0.01%
27,142
+463
FCAP icon
4955
First Capital
FCAP
$221M
$69.6K ﹤0.01%
1,352
-619
EOI
4956
Eaton Vance Enhanced Equity Income Fund
EOI
$799M
$69.4K ﹤0.01%
3,828
EPM icon
4957
Evolution Petroleum
EPM
$158M
$69.1K ﹤0.01%
14,792
+219
GFR icon
4958
Greenfire Resources
GFR
$710M
$69K ﹤0.01%
+10,668
SMID icon
4959
Smith-Midland
SMID
$159M
$68.5K ﹤0.01%
2,108
-796
FENC icon
4960
Fennec Pharmaceuticals
FENC
$302M
$68.4K ﹤0.01%
11,859
+2,088
DOMO icon
4961
Domo
DOMO
$154M
$68.1K ﹤0.01%
22,845
-79,632
OPRA
4962
Opera Ltd
OPRA
$1.63B
$68K ﹤0.01%
5,001
-1,311
TRUT
4963
VanEck Technology TruSector ETF
TRUT
$162M
$67.9K ﹤0.01%
+2,958
INVZ icon
4964
Innoviz Technologies
INVZ
$154M
$67.7K ﹤0.01%
114,728
-128,569
OPBK icon
4965
OP Bancorp
OPBK
$210M
$67.6K ﹤0.01%
5,054
+180
FORA
4966
DELISTED
Forian
FORA
$67.6K ﹤0.01%
32,659
-3,350
CALI
4967
BlackRock ETF Trust II iShares Short-Term California Muni Active ETF
CALI
$361M
$67.2K ﹤0.01%
1,333
-916
BYRN icon
4968
Byrna Technologies
BYRN
$134M
$67.1K ﹤0.01%
7,583
-7
EVI icon
4969
EVI Industries
EVI
$227M
$67K ﹤0.01%
3,252
-2,820
INNV icon
4970
InnovAge Holding
INNV
$991M
$67K ﹤0.01%
8,510
+132
SMDV icon
4971
ProShares Russell 2000 Dividend Growers ETF
SMDV
$657M
$67K ﹤0.01%
982
-839
PEBK icon
4972
Peoples Bancorp of North Carolina
PEBK
$229M
$66.7K ﹤0.01%
1,721
-1,447
BMM
4973
Blue Moon Metals Inc
BMM
$760M
$66.7K ﹤0.01%
+11,914
BEDY
4974
BNY Mellon Enhanced Dividend and Income ETF
BEDY
$146M
$66.6K ﹤0.01%
2,491
CRD.A icon
4975
Crawford & Co Class A
CRD.A
$533M
$66.5K ﹤0.01%
6,655
-35