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
EML icon
5126
Eastern Company
EML
$130M
$47.9K ﹤0.01%
2,389
-5,488
RSPR icon
5127
Invesco S&P 500 Equal Weight Real Estate ETF
RSPR
$103M
$47.9K ﹤0.01%
1,462
+1,295
OPRX icon
5128
OptimizeRx
OPRX
$95.9M
$47.6K ﹤0.01%
7,365
-808
XTN icon
5129
State Street SPDR S&P Transportation ETF
XTN
$225M
$47.5K ﹤0.01%
531
-33
PNBK icon
5130
Patriot National Bancorp
PNBK
$123M
$47.4K ﹤0.01%
37,352
+8,855
MESO
5131
Mesoblast
MESO
$1.8B
$47.3K ﹤0.01%
3,289
+89
AOUT icon
5132
American Outdoor Brands
AOUT
$124M
$47.2K ﹤0.01%
5,187
+59
SLVP icon
5133
iShares MSCI Global Silver and Metals Miners ETF
SLVP
$846M
$47.1K ﹤0.01%
1,429
+686
SHAG icon
5134
WisdomTree Yield Enhanced US Short-Term Aggregate Bond Fund
SHAG
$42.6M
$47.1K ﹤0.01%
991
-160
RVSB icon
5135
Riverview Bancorp
RVSB
$116M
$47K ﹤0.01%
8,304
-4,329
ATOM icon
5136
Atomera
ATOM
$320M
$46.8K ﹤0.01%
13,084
+174
KVHI icon
5137
KVH Industries
KVHI
$147M
$46.8K ﹤0.01%
5,241
+4,254
CARL
5138
Carlsmed
CARL
$301M
$46.7K ﹤0.01%
5,063
+1,813
HFFG icon
5139
HF Foods Group
HFFG
$100M
$46.7K ﹤0.01%
25,787
-21,680
RMBI icon
5140
Richmond Mutual Bancorp
RMBI
$144M
$46.6K ﹤0.01%
3,438
-1,652
BKKT icon
5141
Bakkt Inc
BKKT
$350M
$46.5K ﹤0.01%
6,692
+823
HUMA icon
5142
Humacyte
HUMA
$300M
$46.5K ﹤0.01%
80,932
+5,150
JILL icon
5143
J. Jill
JILL
$195M
$46.5K ﹤0.01%
3,105
+118
FYLD icon
5144
Cambria Foreign Shareholder Yield ETF
FYLD
$621M
$46.4K ﹤0.01%
1,269
YMAR icon
5145
FT Vest International Equity Moderate Buffer ETF March
YMAR
$147M
$46.2K ﹤0.01%
+1,718
EMNT icon
5146
PIMCO Enhanced Short Maturity Active ESG ETF
EMNT
$211M
$46.1K ﹤0.01%
466
-13
ETY icon
5147
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
$2.31B
$46K ﹤0.01%
3,492
-457
JHEM icon
5148
John Hancock Multifactor Emerging Markets ETF
JHEM
$977M
$45.9K ﹤0.01%
1,384
-257
FOF icon
5149
Cohen & Steers Closed End Opportunity Fund
FOF
$382M
$45.2K ﹤0.01%
3,590
GLTR icon
5150
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.71B
$45.2K ﹤0.01%
217
-79