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
BATRK icon
2676
Atlanta Braves Holdings Series B
BATRK
$3.16B
$4.92M ﹤0.01%
117,138
-100,254
RYAN icon
2677
Ryan Specialty Holdings
RYAN
$4.18B
$4.92M ﹤0.01%
149,149
-5,984
PLUG icon
2678
Plug Power
PLUG
$5.71B
$4.89M ﹤0.01%
2,287,086
-622,220
SB icon
2679
Safe Bulkers
SB
$658M
$4.89M ﹤0.01%
801,786
+298,882
KNSA icon
2680
Kiniksa Pharmaceuticals
KNSA
$3.61B
$4.89M ﹤0.01%
107,017
+58,620
PJT icon
2681
PJT Partners
PJT
$4.05B
$4.88M ﹤0.01%
35,311
+8,479
KRUS icon
2682
Kura Sushi USA
KRUS
$566M
$4.87M ﹤0.01%
74,879
-52,562
FSBC icon
2683
Five Star Bancorp
FSBC
$915M
$4.87M ﹤0.01%
129,573
+65,303
CALX icon
2684
Calix
CALX
$2.52B
$4.86M ﹤0.01%
98,463
-11,150
CNYA icon
2685
iShares MSCI China A ETF
CNYA
$244M
$4.86M ﹤0.01%
143,220
-94,906
CTOS icon
2686
Custom Truck One Source
CTOS
$2.22B
$4.86M ﹤0.01%
770,219
+744,873
HLX icon
2687
Helix Energy Solutions
HLX
$1.43B
$4.86M ﹤0.01%
498,348
-25,385
NHYM
2688
Nuveen High Yield Municipal Income ETF
NHYM
$137M
$4.86M ﹤0.01%
197,808
-2,192
CLDX icon
2689
Celldex Therapeutics
CLDX
$2.27B
$4.86M ﹤0.01%
164,778
-8,899
IACOU
2690
Idea Acquisition Corp Units
IACOU
$351M
$4.86M ﹤0.01%
+490,070
PRLB icon
2691
Protolabs
PRLB
$1.86B
$4.85M ﹤0.01%
87,579
-31,056
MD icon
2692
Pediatrix Medical
MD
$1.79B
$4.85M ﹤0.01%
232,955
-477,762
ATRC icon
2693
AtriCure
ATRC
$1.31B
$4.84M ﹤0.01%
171,263
-8,337
IOO icon
2694
iShares Global 100 ETF
IOO
$9.03B
$4.84M ﹤0.01%
41,377
+2,072
CXT icon
2695
Crane NXT
CXT
$2.1B
$4.84M ﹤0.01%
122,149
+6,281
TRIP icon
2696
TripAdvisor
TRIP
$1.39B
$4.82M ﹤0.01%
463,984
+257,591
GEO icon
2697
The GEO Group
GEO
$3.12B
$4.82M ﹤0.01%
295,207
-80,499
JDOC icon
2698
JPMorgan Healthcare Leaders ETF
JDOC
$8.25M
$4.79M ﹤0.01%
88,196
MXL icon
2699
MaxLinear
MXL
$7.95B
$4.78M ﹤0.01%
297,513
+15,540
AVIR icon
2700
Atea Pharmaceuticals
AVIR
$342M
$4.78M ﹤0.01%
940,157
-408,137