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
DMA
5376
Destra Multi-Alternative Fund
DMA
$65.3M
$23.1K ﹤0.01%
2,848
JXI icon
5377
iShares Global Utilities ETF
JXI
$323M
$23K ﹤0.01%
268
+48
HQI icon
5378
HireQuest
HQI
$182M
$22.9K ﹤0.01%
2,342
-3,433
EMAT
5379
Evolution Metals & Technologies Corp
EMAT
$3.94B
$22.9K ﹤0.01%
+3,391
FTLF icon
5380
FitLife Brands
FTLF
$92.7M
$22.6K ﹤0.01%
1,586
-406
SWKH
5381
DELISTED
SWK Holdings
SWKH
$22.6K ﹤0.01%
1,340
-2,291
EP icon
5382
Empire Petroleum
EP
$107M
$22.5K ﹤0.01%
7,227
-1,921
RAIN
5383
Rain Enhancement Technologies
RAIN
$18M
$22.4K ﹤0.01%
+8,290
TOTR icon
5384
T. Rowe Price Total Return ETF
TOTR
$561M
$22.3K ﹤0.01%
+556
GSWO
5385
Goldman Sachs ActiveBeta World Equity ETF
GSWO
$1.67B
$22.3K ﹤0.01%
407
+115
AFRI icon
5386
Forafric Global
AFRI
$264M
$22.3K ﹤0.01%
2,381
-786
PPHC
5387
Public Policy Holding Co
PPHC
$304M
$22K ﹤0.01%
+1,708
PEPG icon
5388
PepGen
PEPG
$97.5M
$21.9K ﹤0.01%
5,185
-56
FJP icon
5389
First Trust Japan AlphaDEX Fund
FJP
$246M
$21.8K ﹤0.01%
307
CPSH icon
5390
CPS Technologies
CPSH
$129M
$21.8K ﹤0.01%
+6,285
IMMX icon
5391
Immix Biopharma
IMMX
$565M
$21.8K ﹤0.01%
2,537
-2,572
EPU icon
5392
iShares MSCI Peru and Global Exposure ETF
EPU
$487M
$21.6K ﹤0.01%
283
-194
CVEO icon
5393
Civeo
CVEO
$379M
$21.5K ﹤0.01%
819
+519
GOOY icon
5394
YieldMax GOOGL Option Income Strategy ETF
GOOY
$293M
$21.5K ﹤0.01%
+1,763
RCEL icon
5395
Avita Medical
RCEL
$129M
$21.5K ﹤0.01%
5,915
+830
KRP icon
5396
Kimbell Royalty Partners
KRP
$1.51B
$21.5K ﹤0.01%
1,446
-24
CSNR
5397
Cohen & Steers Natural Resources Active ETF
CSNR
$106M
$21.5K ﹤0.01%
587
+330
CRF
5398
Cornerstone Total Return Fund
CRF
$1.17B
$21.4K ﹤0.01%
3,225
+170
NRDY icon
5399
Nerdy
NRDY
$104M
$21.4K ﹤0.01%
26,548
+495
TKNO icon
5400
Alpha Teknova
TKNO
$244M
$21.4K ﹤0.01%
7,980
+32