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
ACDC icon
2976
ProFrac Holding
ACDC
$1.32B
$3.25M ﹤0.01%
517,318
+490,551
WF icon
2977
Woori Financial
WF
$14.7B
$3.24M ﹤0.01%
50,423
-2,340
TWI icon
2978
Titan International
TWI
$494M
$3.23M ﹤0.01%
486,978
+83,499
NGVC icon
2979
Vitamin Cottage Natural Grocers
NGVC
$659M
$3.23M ﹤0.01%
122,133
+51,007
JBSS icon
2980
John B. Sanfilippo & Son
JBSS
$868M
$3.22M ﹤0.01%
40,582
+18,278
FPI
2981
Farmland Partners
FPI
$450M
$3.21M ﹤0.01%
290,017
-85,592
IHDG icon
2982
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.2B
$3.21M ﹤0.01%
68,123
+10,263
EHAB
2983
DELISTED
Enhabit
EHAB
$3.2M ﹤0.01%
227,976
-81,894
FFSM icon
2984
Fidelity Fundamental Small-Mid Cap ETF
FFSM
$1.3B
$3.2M ﹤0.01%
103,755
+12,346
UVSP icon
2985
Univest Financial
UVSP
$1.09B
$3.19M ﹤0.01%
94,350
-41,213
PWV icon
2986
Invesco Large Cap Value ETF
PWV
$1.5B
$3.19M ﹤0.01%
46,463
+217
ALLO icon
2987
Allogene Therapeutics
ALLO
$690M
$3.18M ﹤0.01%
1,434,647
+455,535
AVSC icon
2988
Avantis US Small Cap Equity ETF
AVSC
$2.77B
$3.18M ﹤0.01%
52,384
-3,555
ISCV icon
2989
iShares Morningstar Small-Cap Value ETF
ISCV
$657M
$3.18M ﹤0.01%
46,867
+1,120
ALHC icon
2990
Alignment Healthcare
ALHC
$2.95B
$3.18M ﹤0.01%
188,534
+63,551
CGMS icon
2991
Capital Group US Multi-Sector Income ETF
CGMS
$4.9B
$3.16M ﹤0.01%
117,101
-6,385
BWB icon
2992
Bridgewater Bancshares
BWB
$514M
$3.16M ﹤0.01%
179,952
-20,019
FDEV icon
2993
Fidelity International Multifactor ETF
FDEV
$264M
$3.16M ﹤0.01%
90,679
+41,266
LINC icon
2994
Lincoln Educational Services
LINC
$1.59B
$3.15M ﹤0.01%
78,308
+64,234
AOM icon
2995
iShares Core Moderate Allocation ETF
AOM
$1.77B
$3.14M ﹤0.01%
67,237
+48,429
NEOG icon
2996
Neogen
NEOG
$1.92B
$3.14M ﹤0.01%
352,534
+24,882
TIPT icon
2997
Tiptree Inc
TIPT
$645M
$3.14M ﹤0.01%
186,828
+9,845
VINP icon
2998
Vinci Compass Investments Ltd
VINP
$636M
$3.13M ﹤0.01%
308,668
-525
SDGR icon
2999
Schrodinger
SDGR
$1.12B
$3.13M ﹤0.01%
282,858
+203,181
TRNS icon
3000
Transcat
TRNS
$843M
$3.13M ﹤0.01%
44,412
+5,031