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
ISSC icon
5626
Innovative Solutions & Support
ISSC
$310M
$8.7K ﹤0.01%
+445
DQ
5627
Daqo New Energy
DQ
$1.1B
$8.64K ﹤0.01%
418
-40,510
SDCI icon
5628
USCF SummerHaven Dynamic Commodity Strategy No K-1 Fund
SDCI
$598M
$8.58K ﹤0.01%
314
DFJ icon
5629
WisdomTree Japan SmallCap Dividend Fund
DFJ
$372M
$8.58K ﹤0.01%
87
TMAT icon
5630
Main Thematic Innovation ETF
TMAT
$232M
$8.55K ﹤0.01%
381
WPP icon
5631
WPP
WPP
$3.82B
$8.47K ﹤0.01%
546
-7,483
NFJ
5632
Virtus Dividend, Interest & Premium Strategy Fund
NFJ
$1.38B
$8.39K ﹤0.01%
677
+10
CRON
5633
Cronos Group
CRON
$1.02B
$8.38K ﹤0.01%
3,433
FTMH
5634
Franklin Municipal High Yield ETF
FTMH
$578M
$8.34K ﹤0.01%
+725
DFSB icon
5635
Dimensional Global Sustainability Fixed Income ETF
DFSB
$702M
$8.28K ﹤0.01%
161
+5
CCD
5636
Calamos Dynamic Convertible & Income Fund
CCD
$715M
$8.24K ﹤0.01%
405
GUG
5637
Guggenheim Active Allocation Fund
GUG
$516M
$8.23K ﹤0.01%
550
TVRD
5638
Tvardi Therapeutics
TVRD
$27.1M
$8.21K ﹤0.01%
2,565
+86
IDEC icon
5639
Innovator International Developed Power Buffer ETF December
IDEC
$41.2M
$8.19K ﹤0.01%
257
+108
IBMP icon
5640
iShares iBonds Dec 2027 Term Muni Bond ETF
IBMP
$646M
$8.19K ﹤0.01%
+322
IBMT
5641
iShares iBonds Dec 2031 Term Muni Bond ETF
IBMT
$95.2M
$8.05K ﹤0.01%
+314
KCE icon
5642
State Street SPDR S&P Capital Markets ETF
KCE
$434M
$8.04K ﹤0.01%
+60
ALLT icon
5643
Allot
ALLT
$362M
$8.03K ﹤0.01%
1,280
-131,972
SELV icon
5644
SEI Enhanced Low Volatility US Large Cap ETF
SELV
$237M
$8.02K ﹤0.01%
250
AGQ icon
5645
ProShares Ultra Silver
AGQ
$1.51B
$8K ﹤0.01%
+77
AUSM
5646
Allspring Ultra Short Municipal ETF
AUSM
$31.1M
$7.94K ﹤0.01%
317
-83
CVLC icon
5647
Calvert US Large-Cap Core Responsible Index ETF
CVLC
$833M
$7.92K ﹤0.01%
102
-3,451
BRLN icon
5648
BlackRock Floating Rate Loan ETF
BRLN
$53.3M
$7.92K ﹤0.01%
+156
ATMP icon
5649
iPath Select MLP ETN
ATMP
$611M
$7.86K ﹤0.01%
+225
PABU icon
5650
iShares Paris-Aligned Climate Optimized MSCI USA ETF
PABU
$2.43B
$7.83K ﹤0.01%
+122