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
OUST icon
2951
Ouster
OUST
$2.8B
$3.38M ﹤0.01%
203,441
+53,231
BCAX
2952
Bicara Therapeutics
BCAX
$1.31B
$3.38M ﹤0.01%
177,408
+160,561
GDYN icon
2953
Grid Dynamics Holdings
GDYN
$589M
$3.37M ﹤0.01%
594,135
+402,529
BSVO icon
2954
EA Bridgeway Omni Small-Cap Value ETF
BSVO
$2.26B
$3.37M ﹤0.01%
135,300
+62,471
JACK icon
2955
Jack in the Box
JACK
$228M
$3.36M ﹤0.01%
357,794
-38,879
EWH icon
2956
iShares MSCI Hong Kong ETF
EWH
$1.06B
$3.36M ﹤0.01%
150,014
-74,097
ADPT icon
2957
Adaptive Biotechnologies
ADPT
$2.56B
$3.33M ﹤0.01%
259,176
-6,575
ZVRA icon
2958
Zevra Therapeutics
ZVRA
$648M
$3.33M ﹤0.01%
378,932
-33,329
COWG icon
2959
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
$2.36B
$3.32M ﹤0.01%
101,318
+15,935
WRLD icon
2960
World Acceptance Corp
WRLD
$748M
$3.32M ﹤0.01%
24,910
+17,104
WTI icon
2961
W&T Offshore
WTI
$597M
$3.32M ﹤0.01%
922,376
+234,528
APPS icon
2962
Digital Turbine
APPS
$1.05B
$3.32M ﹤0.01%
1,155,824
+588,304
DSP icon
2963
Viant Technology
DSP
$242M
$3.31M ﹤0.01%
304,186
+193,244
FIVA
2964
Fidelity International Value Factor ETF
FIVA
$552M
$3.31M ﹤0.01%
97,815
+30,873
PHR icon
2965
Phreesia
PHR
$596M
$3.3M ﹤0.01%
289,622
-217,598
FG icon
2966
F&G Annuities & Life
FG
$3.43B
$3.3M ﹤0.01%
132,953
-11,448
COHU icon
2967
Cohu
COHU
$2.65B
$3.29M ﹤0.01%
115,127
-30,860
KNTK icon
2968
Kinetik
KNTK
$3.38B
$3.29M ﹤0.01%
67,634
+14,003
FMC icon
2969
FMC
FMC
$1.54B
$3.28M ﹤0.01%
195,096
-11,126
XSOE icon
2970
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.25B
$3.28M ﹤0.01%
84,837
-14,882
GTO icon
2971
Invesco Total Return Bond ETF
GTO
$2.31B
$3.27M ﹤0.01%
70,091
+1,263
SCVL icon
2972
Shoe Carnival
SCVL
$468M
$3.27M ﹤0.01%
212,503
+102,062
JHMM icon
2973
John Hancock Multifactor Mid Cap ETF
JHMM
$5.63B
$3.26M ﹤0.01%
49,897
-11,905
CTRI icon
2974
Centuri Holdings
CTRI
$3.07B
$3.26M ﹤0.01%
117,208
-17,143
LI icon
2975
Li Auto
LI
$15.2B
$3.26M ﹤0.01%
185,577
-86,046