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
DECW icon
6376
AllianzIM U.S. Equity Buffer20 Dec ETF
DECW
$235M
-7,781
DENN
6377
DELISTED
Denny's
DENN
-352,556
DIAX
6378
DELISTED
Nuveen Dow 30SM Dynamic Overwrite Fund
DIAX
-403
DIT icon
6379
AMCON Distributing
DIT
$78.1M
-80
DIVZ icon
6380
Polen Dividend Income ETF
DIVZ
$243M
-56
DOGZ icon
6381
Dogness International Corp
DOGZ
$16.8M
-4,816
DRMA icon
6382
Dermata Therapeutics
DRMA
$4.95M
-696
DRV icon
6383
Direxion Daily Real Estate Bear 3X ETF
DRV
$33.8M
-25
DURA icon
6384
VanEck Durable High Dividend ETF
DURA
$37.8M
0
DVAX
6385
DELISTED
Dynavax Technologies
DVAX
-674,643
DYLG icon
6386
Global X Dow 30 Covered Call & Growth ETF
DYLG
$5.96M
-1
EAF icon
6387
GrafTech
EAF
$244M
-30
EB
6388
DELISTED
Eventbrite
EB
-32,990
EFAD icon
6389
ProShares MSCI EAFE Dividend Growers ETF
EFAD
$61.6M
-363
EWZS icon
6390
iShares MSCI Brazil Small-Cap ETF
EWZS
$314M
-300
EXAS
6391
DELISTED
Exact Sciences
EXAS
-674,621
EXK
6392
Endeavour Silver
EXK
$3.19B
0
FCUV icon
6393
Focus Universal
FCUV
$1.16M
-1
FLJH icon
6394
Franklin FTSE Japan Hedged ETF
FLJH
$150M
-9
FLN icon
6395
First Trust Latin America AlphaDEX Fund
FLN
$36.5M
-66
FNGD icon
6396
MicroSectors FANG+ Index -3X Inverse Leveraged ETNs due January 8, 2038
FNGD
$425M
-660
FRGE
6397
DELISTED
Forge Global Holdings
FRGE
-16,177
FRGT icon
6398
Freight Technologies
FRGT
$1.75M
-1
FSCO
6399
FS Credit Opportunities Corp
FSCO
$1.04B
-6,702
FSFG
6400
DELISTED
First Savings Financial Group
FSFG
-2,781