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
OOMA icon
2351
Ooma
OOMA
$485M
$8.11M ﹤0.01%
567,206
-8,835
IDMO icon
2352
Invesco S&P International Developed Momentum ETF
IDMO
$3.77B
$8.09M ﹤0.01%
152,876
+8,278
AVA icon
2353
Avista
AVA
$3.46B
$8.09M ﹤0.01%
199,928
-44,494
SEMR
2354
DELISTED
Semrush
SEMR
$8.08M ﹤0.01%
676,584
+656,020
JUST icon
2355
Goldman Sachs JUST US Large Cap Equity ETF
JUST
$564M
$8.08M ﹤0.01%
89,840
-85,590
PPA icon
2356
Invesco Aerospace & Defense ETF
PPA
$8.17B
$8.07M ﹤0.01%
50,424
+7,545
AMCX icon
2357
AMC Global Media
AMCX
$463M
$8.07M ﹤0.01%
1,212,065
-179,486
PLGO
2358
Pelagos Insurance Capital
PLGO
$1.84B
$8.05M ﹤0.01%
419,915
-203,201
INVA icon
2359
Innoviva
INVA
$1.58B
$8.03M ﹤0.01%
350,571
+200,769
TAFI icon
2360
AB Tax-Aware Short Duration Municipal ETF
TAFI
$1.25B
$7.99M ﹤0.01%
317,996
-570,226
JPSE icon
2361
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$579M
$7.98M ﹤0.01%
155,462
+129,361
TVTX icon
2362
Travere Therapeutics
TVTX
$3.99B
$7.98M ﹤0.01%
288,551
-33,064
DNL icon
2363
WisdomTree Global ex-U.S. Quality Growth Fund
DNL
$490M
$7.98M ﹤0.01%
204,780
+11,906
MIRM icon
2364
Mirum Pharmaceuticals
MIRM
$5.62B
$7.97M ﹤0.01%
90,664
-6,722
NYM
2365
AB New York Intermediate Municipal ETF
NYM
$1.3B
$7.95M ﹤0.01%
+319,248
ARCO icon
2366
Arcos Dorados Holdings
ARCO
$1.85B
$7.95M ﹤0.01%
1,002,010
-105,645
PNTG icon
2367
Pennant Group
PNTG
$1.07B
$7.92M ﹤0.01%
262,875
+124,002
CCNE icon
2368
CNB Financial Corp
CCNE
$911M
$7.91M ﹤0.01%
276,724
+48,007
ADT icon
2369
ADT
ADT
$5.16B
$7.91M ﹤0.01%
1,222,165
-500,877
AMN icon
2370
AMN Healthcare
AMN
$1.17B
$7.91M ﹤0.01%
422,178
+353,704
IOT icon
2371
Samsara
IOT
$21.8B
$7.89M ﹤0.01%
257,629
-50,785
CLBT icon
2372
Cellebrite
CLBT
$3.74B
$7.89M ﹤0.01%
596,600
+474,068
PAGS icon
2373
PagSeguro Digital
PAGS
$2.58B
$7.88M ﹤0.01%
811,475
-426,152
LPG icon
2374
Dorian LPG
LPG
$1.75B
$7.88M ﹤0.01%
237,345
+4,715
SIVR icon
2375
abrdn Physical Silver Shares ETF
SIVR
$5.22B
$7.88M ﹤0.01%
118,076
-2,935,266