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
XP icon
2376
XP
XP
$8.37B
$7.87M ﹤0.01%
444,051
+9,558
MSGE icon
2377
Madison Square Garden
MSGE
$3.41B
$7.87M ﹤0.01%
138,933
+105,380
HWKN icon
2378
Hawkins
HWKN
$3.28B
$7.86M ﹤0.01%
51,821
-13,972
HMOP icon
2379
Hartford Municipal Opportunities ETF
HMOP
$766M
$7.86M ﹤0.01%
203,156
+34,241
E icon
2380
ENI
E
$79.3B
$7.86M ﹤0.01%
140,854
+25,046
EZM icon
2381
WisdomTree US MidCap Fund
EZM
$902M
$7.86M ﹤0.01%
119,997
-897
FPEI icon
2382
First Trust Institutional Preferred Securities and Income ETF
FPEI
$1.89B
$7.85M ﹤0.01%
417,320
-22,575
DIVI icon
2383
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.54B
$7.83M ﹤0.01%
202,631
-7,023
XIFR
2384
XPLR Infrastructure LP
XIFR
$1.2B
$7.83M ﹤0.01%
773,792
+436,682
FLJP icon
2385
Franklin FTSE Japan ETF
FLJP
$3.78B
$7.83M ﹤0.01%
224,116
+151,125
KEP icon
2386
Korea Electric Power
KEP
$16.5B
$7.81M ﹤0.01%
573,686
+264,464
SONO icon
2387
Sonos
SONO
$1.96B
$7.79M ﹤0.01%
600,071
+382,103
SAM icon
2388
Boston Beer
SAM
$1.69B
$7.78M ﹤0.01%
33,853
+10,844
XHE icon
2389
State Street SPDR S&P Health Care Equipment ETF
XHE
$125M
$7.78M ﹤0.01%
101,992
-99,955
JIDE
2390
JPMorgan International Dynamic ETF
JIDE
$12M
$7.75M ﹤0.01%
+170,000
NYAX
2391
Nayax
NYAX
$2.57B
$7.72M ﹤0.01%
142,403
+102,813
ARKQ icon
2392
ARK Autonomous Technology & Robotics ETF
ARKQ
$2.38B
$7.71M ﹤0.01%
72,399
+36,476
PSN icon
2393
Parsons
PSN
$6.51B
$7.67M ﹤0.01%
146,969
+29,519
CORT icon
2394
Corcept Therapeutics
CORT
$7.64B
$7.66M ﹤0.01%
200,953
-633,496
ESRT icon
2395
Empire State Realty Trust
ESRT
$983M
$7.66M ﹤0.01%
1,501,407
+21,919
REX icon
2396
REX American Resources
REX
$1.59B
$7.66M ﹤0.01%
160,713
+52,293
AGO icon
2397
Assured Guaranty
AGO
$3.27B
$7.66M ﹤0.01%
95,210
-10,126
NOK icon
2398
Nokia
NOK
$94.1B
$7.65M ﹤0.01%
961,142
+366,270
RDNT icon
2399
RadNet
RDNT
$4.27B
$7.65M ﹤0.01%
137,198
+61,296
NCPB icon
2400
Nuveen Core Plus Bond ETF
NCPB
$57.9M
$7.64M ﹤0.01%
307,112
+35,999