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
GSSC icon
5001
GS ActiveBeta US Small Cap Equity ETF
GSSC
$965M
$63.8K ﹤0.01%
880
-112
EBMT icon
5002
Eagle Bancorp Montana
EBMT
$183M
$63.7K ﹤0.01%
3,132
-1,554
TPYP icon
5003
Tortoise North American Pipeline ETF
TPYP
$861M
$63.6K ﹤0.01%
1,486
+986
PHGE icon
5004
BiomX
PHGE
$7.31M
$63.5K ﹤0.01%
14,135
MNSB icon
5005
MainStreet Bancshares
MNSB
$170M
$63.4K ﹤0.01%
2,875
-1,906
ALTI icon
5006
AlTi Global
ALTI
$330M
$63.3K ﹤0.01%
17,584
-12,281
PBD icon
5007
Invesco Global Clean Energy ETF
PBD
$217M
$63.1K ﹤0.01%
3,635
-58
DTI icon
5008
Drilling Tools International
DTI
$95.6M
$63K ﹤0.01%
16,374
+15,992
PXED
5009
Phoenix Education Partners
PXED
$1.09B
$63K ﹤0.01%
2,012
+35
CDXS icon
5010
Codexis
CDXS
$233M
$62.9K ﹤0.01%
41,407
+430
PAL
5011
Proficient Auto Logistics
PAL
$177M
$62.9K ﹤0.01%
9,847
+168
PSMJ icon
5012
Pacer Swan SOS Moderate July ETF
PSMJ
$88.2M
$62.8K ﹤0.01%
2,004
-1,200
CLOU icon
5013
Global X Cloud Computing ETF
CLOU
$264M
$62.8K ﹤0.01%
3,331
-1,060
GRO
5014
Brazil Potash Corp
GRO
$135M
$62.8K ﹤0.01%
+18,306
GLAD icon
5015
Gladstone Capital
GLAD
$434M
$62.3K ﹤0.01%
3,630
-3,176
VHC icon
5016
VirnetX Holding Corp
VHC
$62.4M
$62.3K ﹤0.01%
4,757
-221
ATHM icon
5017
Autohome
ATHM
$1.9B
$62K ﹤0.01%
3,630
-70,177
PBFS icon
5018
Pioneer Bancorp
PBFS
$396M
$62K ﹤0.01%
4,484
+87
IPCXR
5019
Inflection Point Acquisition Corp III Rights
IPCXR
$62K ﹤0.01%
200,000
RMNI icon
5020
Rimini Street
RMNI
$384M
$61.9K ﹤0.01%
19,847
+336
SVCO
5021
Silvaco Group
SVCO
$378M
$61.8K ﹤0.01%
8,705
-5,888
QSI icon
5022
Quantum-Si Incorporated
QSI
$229M
$61.6K ﹤0.01%
83,519
+6,610
WEST icon
5023
Westrock Coffee
WEST
$736M
$61.4K ﹤0.01%
15,171
+547
MDWD icon
5024
MediWound
MDWD
$182M
$61.4K ﹤0.01%
3,971
-42
GSIG
5025
DELISTED
Goldman Sachs Access Investment Grade Corporate 1-5 Year Bond ETF
GSIG
$61.4K ﹤0.01%
1,298
-193