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
UNB icon
5226
Union Bankshares
UNB
$107M
$35.8K ﹤0.01%
1,479
+25
FCTE
5227
SMI 3Fourteen Full-Cycle Trend ETF
FCTE
$228M
$35.8K ﹤0.01%
+1,496
RVNU icon
5228
Xtrackers Municipal Infrastructure Revenue Bond ETF
RVNU
$139M
$35.7K ﹤0.01%
1,459
+1,013
XBAP icon
5229
Innovator US Equity Accelerated 9 Buffer ETF April
XBAP
$133M
$35.7K ﹤0.01%
912
-1,843
EVSD
5230
Eaton Vance Short Duration Income ETF
EVSD
$1.23B
$35.7K ﹤0.01%
+700
BCIC
5231
BCP Investment Corp
BCIC
$91.6M
$35.6K ﹤0.01%
4,796
+3,551
DRSK icon
5232
Aptus Defined Risk ETF
DRSK
$1.52B
$35.5K ﹤0.01%
1,309
-1,041
SSUS icon
5233
Day Hagan/Ned Davis Research Smart Sector ETF
SSUS
$570M
$35.5K ﹤0.01%
782
-5,418
GYRE icon
5234
Gyre Therapeutics
GYRE
$610M
$35.4K ﹤0.01%
5,181
+68
KYTX icon
5235
Kyverna Therapeutics
KYTX
$454M
$35.4K ﹤0.01%
4,675
+401
CORZW icon
5236
Core Scientific Inc Tranche 1 Warrants
CORZW
$1.87B
0
PICB icon
5237
Invesco International Corporate Bond ETF
PICB
$352M
$35.2K ﹤0.01%
1,542
+535
THRY icon
5238
Thryv Holdings
THRY
$165M
$35.1K ﹤0.01%
13,749
-127,439
GWH icon
5239
ESS Tech
GWH
$26.6M
$35K ﹤0.01%
31,536
-42,723
BIBL icon
5240
Inspire 100 ETF
BIBL
$459M
$34.6K ﹤0.01%
757
+396
DSTX icon
5241
Distillate International Fundamental Stability & Value ETF
DSTX
$48M
$34.6K ﹤0.01%
1,104
QCJL
5242
FT Vest Nasdaq-100 Conservative Buffer ETF - July
QCJL
$65.9M
$34.5K ﹤0.01%
1,500
QALT
5243
SEI DBi Multi-Strategy Alternative ETF
QALT
$191M
$34.3K ﹤0.01%
+1,353
PBJ icon
5244
Invesco Food & Beverage ETF
PBJ
$90.9M
$34.2K ﹤0.01%
+702
CGNG
5245
Capital Group New Geography Equity ETF
CGNG
$2.23B
$34.1K ﹤0.01%
1,127
-2,346
SEMI icon
5246
Columbia Seligman Semiconductor and Technology ETF
SEMI
$37.3M
$33.9K ﹤0.01%
1,230
TKC icon
5247
Turkcell
TKC
$5.02B
$33.9K ﹤0.01%
5,734
-162,261
DBB icon
5248
Invesco DB Base Metals Fund
DBB
$317M
$33.6K ﹤0.01%
+1,438
YALA
5249
Yalla Group
YALA
$803M
$33.6K ﹤0.01%
5,565
-217,384
DCBO
5250
Docebo
DCBO
$437M
$33.5K ﹤0.01%
2,010
+1,530