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
ALDX icon
5201
Aldeyra Therapeutics
ALDX
$98.3M
$38.9K ﹤0.01%
23,158
+1,169
CLOI icon
5202
VanEck CLO ETF
CLOI
$1.34B
$38.5K ﹤0.01%
+732
SVOL icon
5203
Simplify Volatility Premium ETF
SVOL
$556M
$38.5K ﹤0.01%
+2,551
MMTM icon
5204
State Street SPDR S&P 1500 Momentum Tilt ETF
MMTM
$168M
$38.5K ﹤0.01%
+142
PBE icon
5205
Invesco Biotechnology & Genome ETF
PBE
$258M
$38.4K ﹤0.01%
500
SELF
5206
Global Self Storage
SELF
$57.9M
$38.3K ﹤0.01%
+7,611
ROUS icon
5207
Hartford Multifactor US Equity ETF
ROUS
$631M
$38.1K ﹤0.01%
+658
SLN
5208
Silence Therapeutics
SLN
$291M
$38K ﹤0.01%
7,636
-306
EQTY icon
5209
Kovitz Core Equity ETF
EQTY
$1.41B
$38K ﹤0.01%
+1,531
INMB icon
5210
INmune Bio
INMB
$33.5M
$37.9K ﹤0.01%
33,245
-8,120
KULR icon
5211
KULR Technology Group
KULR
$176M
$37.8K ﹤0.01%
17,432
+1,436
WIP icon
5212
State Street SPDR FTSE International Government Inflation-Protected Bond ETF
WIP
$534M
$37.4K ﹤0.01%
960
+100
GJAN icon
5213
FT Vest US Equity Moderate Buffer ETF January
GJAN
$471M
$37.3K ﹤0.01%
905
-3,774
AIRJ
5214
Montana Technologies Corp
AIRJ
$351M
$37.2K ﹤0.01%
12,820
+3,165
DERM icon
5215
Journey Medical
DERM
$164M
$37.2K ﹤0.01%
8,466
+2,627
IUS icon
5216
Invesco RAFI Strategic US ETF
IUS
$844M
$37.1K ﹤0.01%
654
-3,339
QEFA icon
5217
State Street SPDR MSCI EAFE StrategicFactors ETF
QEFA
$1.11B
$37.1K ﹤0.01%
407
-10,382
ONLN icon
5218
ProShares Online Retail ETF
ONLN
$62.6M
$36.9K ﹤0.01%
723
-355
CDL icon
5219
VictoryShares US Large Cap High Div Volatility Wtd ETF
CDL
$386M
$36.9K ﹤0.01%
499
-1,801
NODK icon
5220
NI Holdings
NODK
$305M
$36.8K ﹤0.01%
2,849
-5,037
PDEC icon
5221
Innovator US Equity Power Buffer ETF December
PDEC
$1.01B
$36.5K ﹤0.01%
874
DUSA icon
5222
Davis Select US Equity ETF
DUSA
$1.17B
$36.4K ﹤0.01%
730
IQI icon
5223
Invesco Quality Municipal Securities
IQI
$522M
$36.2K ﹤0.01%
+3,889
ISEP icon
5224
Innovator International Developed Power Buffer ETF September
ISEP
$91.7M
$36.2K ﹤0.01%
1,122
-4
INTT icon
5225
inTEST
INTT
$184M
$35.9K ﹤0.01%
2,757
+2,475