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
RBLD icon
6226
First Trust Alerian US NextGen Infrastructure ETF
RBLD
$35.5M
0
FLNA
6227
Filana Therapeutics
FLNA
$59.9M
$21 ﹤0.01%
13
PODC icon
6228
PodcastOne
PODC
$99.2M
$20 ﹤0.01%
10
EBIZ icon
6229
Global X E-commerce ETF
EBIZ
$28.1M
0
CELU icon
6230
Celularity
CELU
$23.5M
$20 ﹤0.01%
16
BCAB icon
6231
BioAtla
BCAB
$7.25M
$20 ﹤0.01%
3
FTXG icon
6232
First Trust Nasdaq Food & Beverage ETF
FTXG
$16.7M
0
FBOT icon
6233
Fidelity Disruptive Automation ETF
FBOT
$207M
0
BTBDW icon
6234
BT Brands Warrant
BTBDW
$101K
0
FAAR icon
6235
First Trust Alternative Absolute Return Strategy ETF
FAAR
$167M
0
DOMH icon
6236
Dominari Holdings
DOMH
$87.1M
$17 ﹤0.01%
+6
FDNI icon
6237
First Trust Dow Jones International Internet ETF
FDNI
$40M
0
CGSD icon
6238
Capital Group Short Duration Income ETF
CGSD
$2.21B
0
BRID icon
6239
Bridgford Foods
BRID
$69.9M
$15 ﹤0.01%
2
ZTR
6240
Virtus Total Return Fund
ZTR
$335M
$13 ﹤0.01%
+2
XGN icon
6241
Exagen
XGN
$93M
$13 ﹤0.01%
5
-3,900
UTSI icon
6242
UTStarcom
UTSI
$26.9M
$12 ﹤0.01%
5
DFVX icon
6243
Dimensional US Large Cap Vector ETF
DFVX
$496M
0
BNGO icon
6244
Bionano Genomics
BNGO
$13.2M
$12 ﹤0.01%
11
BIRD icon
6245
Allbirds
BIRD
$39.5M
$12 ﹤0.01%
4
-11
BIOX icon
6246
Bioceres Crop Solutions
BIOX
$28.7M
$12 ﹤0.01%
29
SLE icon
6247
Super League Enterprise
SLE
$6.08M
$11 ﹤0.01%
3
-1
LSF icon
6248
Laird Superfood
LSF
$34.5M
$11 ﹤0.01%
5
LOCL icon
6249
Local Bounti
LOCL
$42.4M
$11 ﹤0.01%
10
-38
DFLI icon
6250
Dragonfly Energy
DFLI
$23.4M
$11 ﹤0.01%
7