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
CHW
5701
Calamos Global Dynamic Income Fund
CHW
$557M
$5.92K ﹤0.01%
846
FPH icon
5702
Five Point Holdings
FPH
$370M
$5.92K ﹤0.01%
1,251
-2,840
AVDS icon
5703
Avantis International Small Cap Equity ETF
AVDS
$305M
$5.92K ﹤0.01%
85
FFA
5704
First Trust Enhanced Equity Income Fund
FFA
$449M
$5.89K ﹤0.01%
300
VGZ icon
5705
Vista Gold
VGZ
$317M
$5.87K ﹤0.01%
3,334
AFCG
5706
AFC Gamma
AFCG
$82.1M
$5.86K ﹤0.01%
2,219
-18,186
VRM icon
5707
Vroom Inc
VRM
$49M
$5.83K ﹤0.01%
460
-645
DBEM icon
5708
Xtrackers MSCI Emerging Markets Hedged Equity ETF
DBEM
$99M
$5.77K ﹤0.01%
+175
DDTL
5709
Innovator Equity Dual Directional 10 Buffer ETF - July
DDTL
$61.1M
$5.71K ﹤0.01%
280
+266
SKOR icon
5710
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$714M
$5.67K ﹤0.01%
+117
HOFT icon
5711
Hooker Furnishings Corp
HOFT
$138M
$5.66K ﹤0.01%
434
MRDN
5712
Meridian Holdings Inc
MRDN
$155M
$5.59K ﹤0.01%
749
-140
PPT
5713
Putnam Premier Income Trust
PPT
$329M
$5.57K ﹤0.01%
1,587
RANI icon
5714
Rani Therapeutics
RANI
$93.2M
$5.57K ﹤0.01%
7,298
-521
ISPY icon
5715
ProShares S&P 500 High Income ETF
ISPY
$1.27B
$5.55K ﹤0.01%
+131
ITAN icon
5716
Sparkline Intangible Value ETF
ITAN
$90.5M
$5.53K ﹤0.01%
158
FSSL
5717
FS Specialty Lending Fund
FSSL
$862M
$5.5K ﹤0.01%
450
-11,632
UOCT icon
5718
Innovator US Equity Ultra Buffer ETF October
UOCT
$180M
$5.48K ﹤0.01%
144
UJAN icon
5719
Innovator US Equity Ultra Buffer ETF January
UJAN
$318M
$5.41K ﹤0.01%
129
BHK icon
5720
BlackRock Core Bond Trust
BHK
$642M
$5.39K ﹤0.01%
600
+100
AVMC icon
5721
Avantis US Mid Cap Equity ETF
AVMC
$405M
$5.36K ﹤0.01%
76
-190
MBSX
5722
Regan Fixed Rate MBS ETF
MBSX
$16.9M
$5.32K ﹤0.01%
200
NAUG
5723
Innovator Growth-100 Power Buffer ETF - August
NAUG
$41.5M
$5.28K ﹤0.01%
+186
DMAY icon
5724
FT Vest US Equity Deep Buffer ETF May
DMAY
$358M
$5.25K ﹤0.01%
119
KALA icon
5725
KALA BIO
KALA
$38.3M
$5.13K ﹤0.01%
600
+599