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
TNXP icon
4976
Tonix Pharmaceuticals
TNXP
$176M
$66.5K ﹤0.01%
5,524
+856
OVBC icon
4977
Ohio Valley Banc Corp
OVBC
$227M
$66.4K ﹤0.01%
1,564
-330
PLX icon
4978
Protalix BioTherapeutics
PLX
$160M
$66.2K ﹤0.01%
31,685
+811
DAUG icon
4979
FT Vest US Equity Deep Buffer ETF August
DAUG
$362M
$66.2K ﹤0.01%
1,544
-18,467
SGC icon
4980
Superior Group of Companies
SGC
$200M
$66K ﹤0.01%
6,570
-10,879
AUDC icon
4981
AudioCodes
AUDC
$245M
$65.8K ﹤0.01%
+7,941
PRTH icon
4982
Priority Technology Holdings
PRTH
$479M
$65.6K ﹤0.01%
13,965
-7,124
MGNX icon
4983
MacroGenics
MGNX
$249M
$65.6K ﹤0.01%
23,775
+18,022
EFSI
4984
Eagle Financial Services Inc
EFSI
$222M
$65.6K ﹤0.01%
1,908
-425
NNOX icon
4985
Nano X Imaging
NNOX
$134M
$65.5K ﹤0.01%
29,782
-7,006
FAB icon
4986
First Trust Multi Cap Value AlphaDEX Fund
FAB
$139M
$65.4K ﹤0.01%
700
IGPT icon
4987
Invesco AI and Next Gen Software ETF
IGPT
$1.1B
$65.3K ﹤0.01%
1,176
+277
CD
4988
Chaince Digital Holdings
CD
$423M
$65.2K ﹤0.01%
15,864
-2,697
QTUM icon
4989
Defiance Quantum ETF
QTUM
$5.43B
$65.2K ﹤0.01%
638
+130
XDEC icon
4990
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
$174M
$65.2K ﹤0.01%
1,642
-793
SAMG icon
4991
Silvercrest Asset Management
SAMG
$85.6M
$65.1K ﹤0.01%
4,788
-5,874
MASS icon
4992
908 Devices
MASS
$300M
$65K ﹤0.01%
11,300
+307
MDV
4993
Modiv Industrial
MDV
$188M
$64.6K ﹤0.01%
4,502
-4,954
SNFCA icon
4994
Security National Financial
SNFCA
$251M
$64.3K ﹤0.01%
6,776
-9,756
VALQ icon
4995
American Century US Quality Value ETF
VALQ
$318M
$64.2K ﹤0.01%
+1,000
VOR icon
4996
Vor Biopharma
VOR
$713M
$64.2K ﹤0.01%
4,364
+2,052
ORGO icon
4997
Organogenesis Holdings
ORGO
$311M
$64.1K ﹤0.01%
27,989
-39,546
LUCD icon
4998
Lucid Diagnostics
LUCD
$185M
$64K ﹤0.01%
55,648
+14,142
ACH
4999
Accendra Health
ACH
$207M
$64K ﹤0.01%
29,625
-1,451
GSBD icon
5000
Goldman Sachs BDC
GSBD
$997M
$63.9K ﹤0.01%
7,067
-333,133