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
UYG icon
5501
ProShares Ultra Financials
UYG
$710M
$15.2K ﹤0.01%
216
-34
ISPR icon
5502
Ispire Technology
ISPR
$97.6M
$15.2K ﹤0.01%
8,061
-812
VCV icon
5503
Invesco California Value Municipal Income Trust
VCV
$518M
$15.1K ﹤0.01%
1,450
AVES icon
5504
Avantis Emerging Markets Value ETF
AVES
$1.39B
$14.9K ﹤0.01%
256
-10
AVAL icon
5505
Grupo Aval
AVAL
$5.7B
$14.9K ﹤0.01%
3,493
-1,355
RAAX icon
5506
VanEck Inflation Allocation ETF
RAAX
$977M
$14.9K ﹤0.01%
+371
AIRS icon
5507
AirSculpt Technologies
AIRS
$360M
$14.6K ﹤0.01%
5,349
-1,565
RDVI icon
5508
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.2B
$14.5K ﹤0.01%
584
+32
STXV icon
5509
Strive 1000 Value ETF
STXV
$79.1M
$14.5K ﹤0.01%
+419
DH icon
5510
Definitive Healthcare
DH
$94.7M
$14.5K ﹤0.01%
12,462
+214
BKEM icon
5511
BNY Mellon Emerging Markets Equity ETF
BKEM
$85.3M
$14.5K ﹤0.01%
+189
BWMX icon
5512
Betterware México
BWMX
$678M
$14.4K ﹤0.01%
+866
KNO
5513
AXS Knowledge Leaders ETF
KNO
$42.5M
$14.4K ﹤0.01%
284
TSLY icon
5514
YieldMax TSLA Option Income Strategy ETF
TSLY
$810M
$14.4K ﹤0.01%
+500
AMOM icon
5515
Qraft AI-Enhanced US Large Cap Momentum ETF
AMOM
$31.7M
$14.3K ﹤0.01%
+315
SMOT icon
5516
VanEck Morningstar SMID Moat ETF
SMOT
$332M
$14.2K ﹤0.01%
413
+78
GDV icon
5517
Gabelli Dividend & Income Trust
GDV
$2.5B
$14K ﹤0.01%
536
+38
SPBC icon
5518
Simplify US Equity PLUS GBTC ETF
SPBC
$43.2M
$14K ﹤0.01%
346
DMLP icon
5519
Dorchester Minerals
DMLP
$1.33B
$13.9K ﹤0.01%
500
PSET icon
5520
Principal Exchange-Traded Funds Principal Quality ETF
PSET
$28.5M
$13.8K ﹤0.01%
+204
YALL icon
5521
God Bless America ETF
YALL
$93.1M
$13.8K ﹤0.01%
+336
KNCT icon
5522
Invesco Next Gen Connectivity ETF
KNCT
$154M
$13.7K ﹤0.01%
102
FLJJ icon
5523
AllianzIM US Equity 6 Month Floor5 Jan/Jul ETF
FLJJ
$16.7M
$13.6K ﹤0.01%
438
-21,004
HEAL
5524
Global X Funds Global X HealthTech ETF
HEAL
$25.2M
$13.6K ﹤0.01%
586
-20
IVES
5525
Dan IVES Wedbush AI Revolution ETF
IVES
$1.11B
$13.2K ﹤0.01%
488
+12