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
ANGI icon
2551
Angi Inc
ANGI
$256M
$6.09M ﹤0.01%
915,520
-832,814
CBL
2552
CBL Properties
CBL
$1.5B
$6.08M ﹤0.01%
157,678
-8,197
OFG icon
2553
OFG Bancorp
OFG
$1.93B
$6.08M ﹤0.01%
152,467
-427,568
RLAY icon
2554
Relay Therapeutics
RLAY
$3.42B
$6.05M ﹤0.01%
647,518
+221,560
BUFR icon
2555
FT Vest Fund of Buffer ETFs
BUFR
$9.61B
$6.05M ﹤0.01%
182,666
+28,664
CBZ icon
2556
CBIZ
CBZ
$1.81B
$6.05M ﹤0.01%
223,989
+172,337
VNM icon
2557
VanEck Vietnam ETF
VNM
$553M
$6.02M ﹤0.01%
357,008
-91,680
CXM icon
2558
Sprinklr
CXM
$1.4B
$5.98M ﹤0.01%
1,007,062
+404,454
GLIBK
2559
Liberty Capital Corporation Series C GCI Group Common Stock
GLIBK
$848M
$5.97M ﹤0.01%
162,727
+67,082
IWC icon
2560
iShares Micro-Cap ETF
IWC
$1.44B
$5.96M ﹤0.01%
38,882
-242
SCDS
2561
JPMorgan Fundamental Data Science Small Core ETF
SCDS
$8.9M
$5.96M ﹤0.01%
100,000
INMD icon
2562
InMode
INMD
$821M
$5.95M ﹤0.01%
443,967
-205,221
GPAT
2563
GP-Act III Acquisition Corp
GPAT
$5.95M ﹤0.01%
549,898
+500,082
STNE icon
2564
StoneCo
STNE
$2.73B
$5.94M ﹤0.01%
436,739
+262,422
IMSR
2565
Terrestrial Energy
IMSR
$1.02B
$5.93M ﹤0.01%
1,073,073
-97,014
IBDS icon
2566
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.77B
$5.92M ﹤0.01%
244,671
+125,060
SLVM icon
2567
Sylvamo
SLVM
$1.54B
$5.92M ﹤0.01%
142,714
+13,310
ASO icon
2568
Academy Sports + Outdoors
ASO
$3.31B
$5.91M ﹤0.01%
108,956
+21,403
FOUR icon
2569
Shift4
FOUR
$3.43B
$5.89M ﹤0.01%
135,032
-4,455
AXGN icon
2570
Axogen
AXGN
$2.1B
$5.87M ﹤0.01%
187,539
-98,954
DNLI icon
2571
Denali Therapeutics
DNLI
$3.07B
$5.86M ﹤0.01%
323,989
+152,041
FHLC icon
2572
Fidelity MSCI Health Care Index ETF
FHLC
$2.91B
$5.85M ﹤0.01%
85,086
-6,718
LEG icon
2573
Leggett & Platt
LEG
$1.34B
$5.85M ﹤0.01%
609,097
+436,197
IMTM icon
2574
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.05B
$5.85M ﹤0.01%
126,351
+46,574
CELC icon
2575
Celcuity
CELC
$4.46B
$5.83M ﹤0.01%
53,866
+2,807