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
SUPX
5026
SuperX AI Technology Ltd
SUPX
$385M
$61.3K ﹤0.01%
6,780
+1,860
ACU icon
5027
Acme United Corp
ACU
$167M
$61.1K ﹤0.01%
1,386
-911
FINW icon
5028
FinWise Bancorp
FINW
$201M
$61.1K ﹤0.01%
3,845
+59
HYZD icon
5029
WisdomTree Trust WisdomTree Interest Rate Hedged High Yield Bond Fund
HYZD
$237M
$61K ﹤0.01%
2,768
+1,124
TAGG icon
5030
T. Rowe Price QM US Bond ETF
TAGG
$1.9B
$61K ﹤0.01%
1,434
-566
NVDY icon
5031
YieldMax NVDA Option Income Strategy ETF
NVDY
$1.39B
$60.8K ﹤0.01%
+4,909
SGVT
5032
Schwab Government Money Market ETF
SGVT
$706M
$60.6K ﹤0.01%
602
UWMC icon
5033
UWM Holdings
UWMC
$879M
$60.5K ﹤0.01%
17,431
-46,257
ESGG icon
5034
FlexShares STOXX Global ESG Select Index Fund
ESGG
$108M
$60.1K ﹤0.01%
309
DDI
5035
DoubleDown Interactive
DDI
$576M
$60K ﹤0.01%
+7,099
BRT
5036
BRT Apartments
BRT
$276M
$59.8K ﹤0.01%
4,445
-9,946
QTRX icon
5037
Quanterix
QTRX
$155M
$59.7K ﹤0.01%
17,411
-96,610
BBCP icon
5038
Concrete Pumping Holdings
BBCP
$527M
$59.7K ﹤0.01%
8,819
+45
CVRX icon
5039
CVRx
CVRX
$143M
$59.7K ﹤0.01%
6,738
-17,626
FGD icon
5040
First Trust Dow Jones Global Select Dividend Index Fund
FGD
$1.42B
$59.5K ﹤0.01%
1,905
+1,709
XOCT icon
5041
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
$74.5M
$59.3K ﹤0.01%
1,617
IGBH icon
5042
iShares Interest Rate Hedged Long-Term Corporate Bond ETF
IGBH
$188M
$59.2K ﹤0.01%
2,472
-2,050
PDN icon
5043
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$360M
$59.2K ﹤0.01%
1,410
+324
CTEV
5044
Claritev Corp
CTEV
$441M
$59.1K ﹤0.01%
3,741
+692
UBFO
5045
DELISTED
United Security Bancshares
UBFO
$59K ﹤0.01%
5,723
-1,259
SOR
5046
Source Capital
SOR
$374M
$58.7K ﹤0.01%
1,317
SUNS
5047
Sunrise Realty Trust
SUNS
$114M
$58.7K ﹤0.01%
7,379
-7,241
CRDL
5048
Cardiol Therapeutics
CRDL
$128M
$58.7K ﹤0.01%
+48,077
SYLD icon
5049
Cambria Shareholder Yield ETF
SYLD
$916M
$58.7K ﹤0.01%
789
LFCR icon
5050
Lifecore Biomedical
LFCR
$211M
$58.5K ﹤0.01%
15,446
+225