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
XLO icon
5851
Xilio Therapeutics
XLO
$50.6M
$1.98K ﹤0.01%
+240
CNBS icon
5852
Amplify Seymour Cannabis ETF
CNBS
$94.4M
$1.96K ﹤0.01%
100
EONR.WS
5853
EON Resources Warrants
EONR.WS
0
EAPR icon
5854
Innovator Emerging Markets Power Buffer ETF April
EAPR
$98.4M
$1.93K ﹤0.01%
+64
CUSD
5855
CrossingBridge Ultra-Short Duration ETF
CUSD
$10.8M
$1.93K ﹤0.01%
100
TMFX icon
5856
Motley Fool Next Index ETF
TMFX
$31.4M
$1.91K ﹤0.01%
+99
GDRX icon
5857
GoodRx Holdings
GDRX
$897M
$1.91K ﹤0.01%
1,000
ETW
5858
Eaton Vance Tax-Managed Global Buy-Write Opportunities Fund
ETW
$1.01B
$1.87K ﹤0.01%
220
TNGY
5859
Tortoise Energy ETF
TNGY
$535M
$1.86K ﹤0.01%
176
-8,011
DXLG icon
5860
Destination XL Group
DXLG
$40.3M
$1.85K ﹤0.01%
4,207
-2
EFRA icon
5861
iShares Environmental Infrastructure and Industrials ETF
EFRA
$5.53M
$1.84K ﹤0.01%
+55
ONL
5862
Orion Office REIT
ONL
$160M
$1.84K ﹤0.01%
932
-173
CTEC icon
5863
Global X ClimateTech ETF
CTEC
$30.2M
$1.83K ﹤0.01%
+33
CVIE icon
5864
Calvert International Responsible Index ETF
CVIE
$391M
$1.82K ﹤0.01%
+26
TDTT icon
5865
FlexShares iBoxx 3-Year Target Duration TIPS Index Fund
TDTT
$2.55B
$1.82K ﹤0.01%
75
YYY icon
5866
Amplify CEF High Income ETF
YYY
$713M
$1.81K ﹤0.01%
+169
ATOS icon
5867
Atossa Therapeutics
ATOS
$38.5M
$1.8K ﹤0.01%
383
-2,155
AKO.B icon
5868
Embotelladora Andina Series B
AKO.B
$4.31B
$1.8K ﹤0.01%
73
-11
PETS icon
5869
PetMed Express
PETS
$35.9M
$1.78K ﹤0.01%
+804
NUV icon
5870
Nuveen Municipal Value Fund
NUV
$1.88B
$1.77K ﹤0.01%
200
ACEI
5871
Innovator Equity Autocallable Income Strategy ETF
ACEI
$38M
$1.74K ﹤0.01%
+75
IVVB icon
5872
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$126M
$1.71K ﹤0.01%
54
CEMB icon
5873
iShares JPMorgan EM Corporate Bond ETF
CEMB
$433M
$1.71K ﹤0.01%
38
-72
JMIA
5874
Jumia Technologies
JMIA
$810M
$1.71K ﹤0.01%
266
-139,249
SOCL icon
5875
Global X Social Media ETF
SOCL
$91.4M
$1.7K ﹤0.01%
41