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
BOIL icon
5051
ProShares Ultra Bloomberg Natural Gas
BOIL
$400M
$58.4K ﹤0.01%
+1,826
FOCT icon
5052
FT Vest US Equity Buffer ETF October
FOCT
$1.2B
$58.2K ﹤0.01%
1,245
-16,119
DFIP icon
5053
Dimensional Inflation-Protected Securities ETF
DFIP
$1.1B
$58.2K ﹤0.01%
1,395
-5,651
WCLD
5054
WisdomTree Cloud Computing Fund
WCLD
$264M
$57.8K ﹤0.01%
2,177
-125,011
ULH icon
5055
Universal Logistics Holdings
ULH
$454M
$57.7K ﹤0.01%
2,815
+116
INVN
5056
Alger Russell Innovation ETF
INVN
$10.3M
$57.5K ﹤0.01%
3,148
BA.PRA
5057
Boeing Co 6.00% Series A Preferred Stock
BA.PRA
$7.8B
$57.4K ﹤0.01%
838
-20,045
SOHU
5058
Sohu.com
SOHU
$345M
$57.1K ﹤0.01%
3,741
CFBK icon
5059
CF Bankshares
CFBK
$190M
$57K ﹤0.01%
2,052
+8
SARK icon
5060
Tradr 2X Long Innovation ETFShort Innovation Daily ETF
SARK
$57.1M
$57K ﹤0.01%
1,613
+1,580
VUZI icon
5061
Vuzix
VUZI
$304M
$57K ﹤0.01%
27,526
-603
VACHW
5062
Voyager Acquisition Corp Warrants
VACHW
$2.4M
0
DIBS icon
5063
1stdibs.com
DIBS
$145M
$56.2K ﹤0.01%
10,471
+657
GXPC
5064
Global X PureCap MSCI Communication Services ETF
GXPC
$89.2M
$56.1K ﹤0.01%
+2,128
HBB icon
5065
Hamilton Beach Brands
HBB
$263M
$56.1K ﹤0.01%
3,073
-8,789
GLSI icon
5066
Greenwich LifeSciences
GLSI
$326M
$56K ﹤0.01%
2,604
-73
GARP
5067
iShares MSCI USA Quality GARP ETF
GARP
$2.39B
$55.7K ﹤0.01%
904
-3,423
EPSN icon
5068
Epsilon Energy
EPSN
$175M
$55.7K ﹤0.01%
8,753
-14,323
BHR
5069
Braemar Hotels & Resorts
BHR
$172M
$55.6K ﹤0.01%
23,574
+1,546
FONR
5070
DELISTED
Fonar
FONR
$55.4K ﹤0.01%
2,987
BVFL icon
5071
BV Financial
BVFL
$175M
$55.4K ﹤0.01%
2,890
-1,790
SRBK icon
5072
SR Bancorp
SRBK
$139M
$55.3K ﹤0.01%
3,223
-1,486
LDI icon
5073
loanDepot
LDI
$640M
$55.1K ﹤0.01%
40,808
+5,155
ZTO icon
5074
ZTO Express
ZTO
$17.1B
$55K ﹤0.01%
2,263
-515,221
BMVP icon
5075
Invesco Bloomberg MVP Multi-factor ETF
BMVP
$101M
$54.7K ﹤0.01%
1,110