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
CGEN icon
5751
Compugen
CGEN
$199M
$4.12K ﹤0.01%
2,070
-856
RAFE icon
5752
PIMCO RAFI ESG US ETF
RAFE
$152M
$4.11K ﹤0.01%
+101
HAUZ icon
5753
Xtrackers International Real Estate ETF
HAUZ
$1B
$4.03K ﹤0.01%
183
-593
TBX icon
5754
ProShares Short 7-10 Year Treasury
TBX
$21.5M
$4.02K ﹤0.01%
143
+14
QAI icon
5755
NYLI Hedge Multi-Strategy Tracker ETF
QAI
$987M
$3.94K ﹤0.01%
117
-3
TMFG icon
5756
Motley Fool Global Opportunities ETF
TMFG
$355M
$3.94K ﹤0.01%
143
ASPS icon
5757
Altisource Portfolio Solutions
ASPS
$69.3M
$3.92K ﹤0.01%
599
+598
EMHC icon
5758
State Street SPDR Bloomberg Emerging Markets USD Bond ETF
EMHC
$262M
$3.89K ﹤0.01%
+158
CTAP
5759
Simplify US Equity PLUS Managed Futures Strategy ETF
CTAP
$174M
$3.84K ﹤0.01%
+145
ANGX
5760
Angel Studios
ANGX
$511M
$3.79K ﹤0.01%
1,203
-16,181
EPRX
5761
Eupraxia Pharmaceuticals
EPRX
$389M
$3.79K ﹤0.01%
+573
MART icon
5762
AllianzIM U.S. Equity Buffer10 Mar ETF
MART
$30.1M
$3.76K ﹤0.01%
+100
OCTW icon
5763
AllianzIM U.S. Equity Buffer20 Oct ETF
OCTW
$526M
$3.76K ﹤0.01%
99
NNBR icon
5764
NN Inc
NNBR
$148M
$3.72K ﹤0.01%
2,659
+135
BNOV icon
5765
Innovator US Equity Buffer ETF November
BNOV
$213M
$3.67K ﹤0.01%
+87
ESMV icon
5766
iShares ESG Optimized MSCI USA Min Vol Factor ETF
ESMV
$7.49M
$3.63K ﹤0.01%
130
AKO.A icon
5767
Embotelladora Andina Series A
AKO.A
$3.6B
$3.59K ﹤0.01%
162
LXP.PRC icon
5768
LXP Industrial Trust 6.5% Series C Preferred Stock
LXP.PRC
$88.4M
$3.59K ﹤0.01%
78
XDQQ icon
5769
Innovator Growth Accelerated ETF Quarterly
XDQQ
$54.6M
$3.58K ﹤0.01%
+100
WDH
5770
Waterdrop
WDH
$503M
$3.52K ﹤0.01%
2,230
-1,326
SEIM icon
5771
SEI Enhanced US Large Cap Momentum Factor ETF
SEIM
$1.4B
$3.51K ﹤0.01%
80
SEIV icon
5772
SEI Enhanced US Large Cap Value Factor ETF
SEIV
$1.42B
$3.45K ﹤0.01%
85
AMRN
5773
Amarin Corp
AMRN
$292M
$3.38K ﹤0.01%
242
-18,452
SPBU
5774
AllianzIM Buffer15 Uncapped Allocation ETF
SPBU
$158M
$3.32K ﹤0.01%
125
-113
VANI icon
5775
Vivani Medical
VANI
$102M
$3.27K ﹤0.01%
+3,491