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
TAIL icon
5551
Cambria Tail Risk ETF
TAIL
$151M
$12K ﹤0.01%
+1,000
AMTX icon
5552
Aemetis
AMTX
$158M
$12K ﹤0.01%
3,682
-1,000
TECL icon
5553
Direxion Daily Technology Bull 3x ETF
TECL
$5.94B
$12K ﹤0.01%
156
+127
BITO icon
5554
ProShares Bitcoin Strategy ETF
BITO
$1.42B
$11.9K ﹤0.01%
1,302
+1,262
SPUS icon
5555
SP Funds S&P 500 Sharia ETF
SPUS
$2.66B
$11.8K ﹤0.01%
+254
HEGD icon
5556
Swan Hedged Equity US Large Cap ETF
HEGD
$681M
$11.8K ﹤0.01%
481
-18
ARTY
5557
iShares Future AI & Tech ETF
ARTY
$3.57B
$11.8K ﹤0.01%
266
-389
OMEX icon
5558
Odyssey Marine Exploration
OMEX
$57.5M
$11.7K ﹤0.01%
15,243
-11,744
SIEB icon
5559
Siebert Financial
SIEB
$76.6M
$11.7K ﹤0.01%
6,244
-8,768
DRIV icon
5560
Global X Autonomous & Electric Vehicles ETF
DRIV
$445M
$11.6K ﹤0.01%
398
BSM icon
5561
Black Stone Minerals
BSM
$2.95B
$11.5K ﹤0.01%
756
-17,982
TPSC icon
5562
Timothy Plan US Small Cap Core ETF
TPSC
$330M
$11.5K ﹤0.01%
277
-707
CRAK icon
5563
VanEck Oil Refiners ETF
CRAK
$172M
$11.5K ﹤0.01%
+235
OMSE
5564
OMS Energy Technologies
OMSE
$191M
$11.3K ﹤0.01%
+2,599
SAMT icon
5565
Strategas Macro Thematic Opportunities ETF
SAMT
$684M
$11.2K ﹤0.01%
292
ZAP
5566
Global X U.S. Electrification ETF
ZAP
$440M
$11.2K ﹤0.01%
+352
DGRE icon
5567
WisdomTree Trust WisdomTree Emerging Markets Quality Dividend Growth Fund
DGRE
$141M
$11.2K ﹤0.01%
350
PSTP icon
5568
Innovator Power Buffer Step-Up Strategy ETF
PSTP
$129M
$11.2K ﹤0.01%
329
-4,249
TNYA icon
5569
Tenaya Therapeutics
TNYA
$158M
$11.1K ﹤0.01%
17,950
+4,123
SPYI icon
5570
NEOS S&P 500 High Income ETF
SPYI
$9.88B
$11.1K ﹤0.01%
231
+153
ELE
5571
Elemental Royalty Corp
ELE
$961M
$11K ﹤0.01%
858
NNOV
5572
Innovator Growth-100 Power Buffer ETF - November
NNOV
$97.6M
$10.9K ﹤0.01%
399
+268
FVC icon
5573
First Trust Dorsey Wright Dynamic Focus 5 ETF
FVC
$109M
$10.8K ﹤0.01%
320
PKB icon
5574
Invesco Building & Construction ETF
PKB
$435M
$10.8K ﹤0.01%
+115
PLTY
5575
YieldMax PLTR Option Income Strategy ETF
PLTY
$340M
$10.8K ﹤0.01%
+295