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
VFLO icon
2576
VictoryShares Free Cash Flow ETF
VFLO
$7.67B
$5.82M ﹤0.01%
150,826
+1,636
SGHC icon
2577
SGHC Ltd
SGHC
$6.43B
$5.81M ﹤0.01%
560,701
-237,447
SNDX icon
2578
Syndax Pharmaceuticals
SNDX
$1.63B
$5.81M ﹤0.01%
258,519
-119,985
OIH icon
2579
VanEck Oil Services ETF
OIH
$2.41B
$5.81M ﹤0.01%
14,444
-29,838
MCDS
2580
JPMorgan Fundamental Data Science Mid Core ETF
MCDS
$7.93M
$5.8M ﹤0.01%
100,000
EMLC icon
2581
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
$4.87B
$5.8M ﹤0.01%
233,400
+82,078
NTSK
2582
Netskope Inc
NTSK
$4.88B
$5.79M ﹤0.01%
721,624
+683,789
JNK icon
2583
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.67B
$5.79M ﹤0.01%
61,121
-54,552
TOUS icon
2584
T. Rowe Price International Equity ETF
TOUS
$1.48B
$5.79M ﹤0.01%
173,161
+145,145
VITL icon
2585
Vital Farms
VITL
$420M
$5.78M ﹤0.01%
438,097
+235,951
WDS icon
2586
Woodside Energy
WDS
$42.8B
$5.77M ﹤0.01%
237,815
+93,651
PSTL
2587
Postal Realty Trust
PSTL
$622M
$5.77M ﹤0.01%
314,711
+70,513
MICC
2588
The Magnum Ice Cream Company N.V.
MICC
$10.3B
$5.75M ﹤0.01%
384,785
-715,571
GMAB icon
2589
Genmab
GMAB
$14.6B
$5.75M ﹤0.01%
222,607
-5,881
GRND icon
2590
Grindr
GRND
$2.08B
$5.75M ﹤0.01%
465,983
+244,012
MPAA icon
2591
Motorcar Parts of America
MPAA
$206M
$5.74M ﹤0.01%
528,657
+84,316
REAL icon
2592
The RealReal
REAL
$1.18B
$5.73M ﹤0.01%
706,257
+172,976
AEHR icon
2593
Aehr Test Systems
AEHR
$3.55B
$5.73M ﹤0.01%
190,339
+125,984
FEOE
2594
First Eagle Overseas Equity ETF
FEOE
$1.33B
$5.73M ﹤0.01%
+116,345
FLNC icon
2595
Fluence Energy
FLNC
$3.71B
$5.72M ﹤0.01%
440,141
+321,136
DISV icon
2596
Dimensional International Small Cap Value ETF
DISV
$4.83B
$5.71M ﹤0.01%
149,274
+2,146
REPL icon
2597
Replimune Group
REPL
$732M
$5.69M ﹤0.01%
789,951
-135,222
NBHC icon
2598
National Bank Holdings
NBHC
$1.88B
$5.65M ﹤0.01%
147,477
-101,711
NLR icon
2599
VanEck Uranium + Nuclear Energy ETF
NLR
$5.06B
$5.64M ﹤0.01%
44,392
+23,295
OEC icon
2600
Orion
OEC
$426M
$5.64M ﹤0.01%
897,933
+74,695