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
ALTG icon
5176
Alta Equipment Group
ALTG
$209M
$41.6K ﹤0.01%
7,974
-59,380
UXJA
5177
FT Vest U.S. Equity Uncapped Accelerator ETF - January
UXJA
$13.1M
$41.5K ﹤0.01%
+1,307
CRDF icon
5178
Cardiff Oncology
CRDF
$103M
$41.4K ﹤0.01%
26,724
+747
KYN icon
5179
Kayne Anderson Energy Infrastructure Fund
KYN
$2.38B
$41.4K ﹤0.01%
2,894
-1,400
SKYX icon
5180
SKYX Platforms
SKYX
$144M
$41.3K ﹤0.01%
37,532
+7,646
BOOM icon
5181
DMC Global
BOOM
$138M
$40.9K ﹤0.01%
8,047
-94,278
SKIN icon
5182
SkinHealth Systems
SKIN
$78.7M
$40.7K ﹤0.01%
49,674
+4,005
MSOS icon
5183
AdvisorShares Pure US Cannabis ETF
MSOS
$1.13B
$40.7K ﹤0.01%
+12,926
FINX icon
5184
Global X FinTech ETF
FINX
$177M
$40.6K ﹤0.01%
1,824
-41
TMQ
5185
Trilogy Metals
TMQ
$659M
$40.5K ﹤0.01%
12,422
+12,376
FSEP icon
5186
FT Vest US Equity Buffer ETF September
FSEP
$1.28B
$40.5K ﹤0.01%
821
+718
PSQO
5187
Palmer Square Credit Opportunities ETF
PSQO
$258M
$40.3K ﹤0.01%
+1,965
SDOW icon
5188
ProShares UltraPro Short Dow 30
SDOW
$122M
$40.2K ﹤0.01%
1,060
-98
OILK icon
5189
ProShares K-1 Free Crude Oil Strategy ETF
OILK
$275M
$40.1K ﹤0.01%
711
+650
YTRA icon
5190
Yatra Online
YTRA
$55M
$39.8K ﹤0.01%
39,417
+39,317
OXLC
5191
Oxford Lane Capital
OXLC
$941M
$39.7K ﹤0.01%
4,222
+1,025
HNVR icon
5192
Hanover Bancorp
HNVR
$169M
$39.7K ﹤0.01%
1,854
+32
AGOX icon
5193
Adaptive Alpha Opportunities ETF
AGOX
$387M
$39.6K ﹤0.01%
1,536
+345
DFEB icon
5194
FT Vest US Equity Deep Buffer ETF February
DFEB
$454M
$39.5K ﹤0.01%
846
+588
AVGE icon
5195
Avantis All Equity Markets ETF
AVGE
$960M
$39.5K ﹤0.01%
462
-26
LU icon
5196
Lufax Holding
LU
$1.26B
$39.3K ﹤0.01%
22,066
-30,419
BALY icon
5197
Bally's
BALY
$661M
$39.1K ﹤0.01%
4,018
+57
NREF
5198
NexPoint Real Estate Finance
NREF
$300M
$39.1K ﹤0.01%
2,922
-331
CHT icon
5199
Chunghwa Telecom
CHT
$34.6B
$39.1K ﹤0.01%
930
+201
SFBC
5200
Sound Financial Bancorp
SFBC
$101M
$39K ﹤0.01%
880
-499