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
FEM icon
5151
First Trust Emerging Markets AlphaDEX Fund
FEM
$728M
$44.4K ﹤0.01%
1,502
+737
STVN icon
5152
Stevanato
STVN
$5.04B
$44.2K ﹤0.01%
3,282
+2,832
HYLB icon
5153
Xtrackers USD High Yield Corporate Bond ETF
HYLB
$3.38B
$44.2K ﹤0.01%
1,226
-1,160
JANM
5154
FT U.S. Equity Max Buffer ETF - January
JANM
$36.3M
$44K ﹤0.01%
1,350
-5,884
XZO
5155
Exzeo Group
XZO
$1.2B
$43.9K ﹤0.01%
+3,128
ARQ icon
5156
Arq
ARQ
$112M
$43.7K ﹤0.01%
17,560
-24,332
OMFS icon
5157
Invesco Russell 2000 Dynamic Multifactor ETF
OMFS
$279M
$43.4K ﹤0.01%
986
+322
VFMF icon
5158
Vanguard US Multifactor ETF
VFMF
$618M
$43K ﹤0.01%
+282
RDCM icon
5159
Radcom
RDCM
$206M
$42.9K ﹤0.01%
3,603
+29
BCYC
5160
Bicycle Therapeutics
BCYC
$293M
$42.8K ﹤0.01%
9,873
-8,482
CIG icon
5161
CEMIG Preferred Shares
CIG
$5.98B
$42.8K ﹤0.01%
18,358
+631
LZM icon
5162
Lifezone Metals
LZM
$391M
$42.6K ﹤0.01%
13,306
+1,985
FLSP icon
5163
Franklin Systematic Style Premia ETF
FLSP
$922M
$42.5K ﹤0.01%
+1,572
RXT icon
5164
Rackspace Technology
RXT
$1.17B
$42.4K ﹤0.01%
42,354
-326,954
TLSI icon
5165
TriSalus Life Sciences
TLSI
$195M
$42.3K ﹤0.01%
11,402
-748
TACK icon
5166
Fairlead Tactical Sector ETF
TACK
$284M
$42.3K ﹤0.01%
1,416
+1,021
GJUL icon
5167
FT Vest US Equity Moderate Buffer ETF July
GJUL
$386M
$42.2K ﹤0.01%
1,051
-2,102
INCE
5168
Franklin Income Equity Focus ETF
INCE
$128M
$42.2K ﹤0.01%
657
-210
BITW
5169
Bitwise 10 Crypto Index ETF
BITW
$573M
$42.1K ﹤0.01%
+965
UBND icon
5170
Victory Portfolios II VictoryShares Core Plus Bond ETF
UBND
$1.88B
$42.1K ﹤0.01%
+1,941
NFE icon
5171
New Fortress Energy
NFE
$144M
$42K ﹤0.01%
72,780
-555,151
VHI icon
5172
Valhi
VHI
$402M
$41.9K ﹤0.01%
2,956
+139
ONEV icon
5173
State Street SPDR Russell 1000 Low Volatility Focus ETF
ONEV
$433M
$41.9K ﹤0.01%
+317
BUFD icon
5174
FT Vest Fund of Deep Buffer ETFs
BUFD
$1.86B
$41.8K ﹤0.01%
1,517
-950
SLNH icon
5175
Soluna Holdings
SLNH
$211M
$41.8K ﹤0.01%
+68,841