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
PRA icon
3051
ProAssurance
PRA
$1.26B
$2.92M ﹤0.01%
118,430
-17,789
CRAN
3052
Crane Harbor Acquisition Corp II
CRAN
$472M
$2.92M ﹤0.01%
+294,405
BANR icon
3053
Banner Corp
BANR
$2.14B
$2.92M ﹤0.01%
48,521
-27,359
ACHR icon
3054
Archer Aviation
ACHR
$4.98B
$2.91M ﹤0.01%
589,498
-86,517
UHAL.B icon
3055
U-Haul Holding Co Series N
UHAL.B
$9.36B
$2.91M ﹤0.01%
67,281
+10,686
AORT icon
3056
Artivion
AORT
$999M
$2.91M ﹤0.01%
82,115
-32,248
PLUS icon
3057
ePlus
PLUS
$2.1B
$2.91M ﹤0.01%
39,465
-22,689
EDIV icon
3058
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.25B
$2.9M ﹤0.01%
75,040
+1,520
WW
3059
WW International
WW
$161M
$2.9M ﹤0.01%
219,277
+23,325
AVAH icon
3060
Aveanna Healthcare
AVAH
$1.48B
$2.89M ﹤0.01%
453,467
+170,784
IXC icon
3061
iShares Global Energy ETF
IXC
$2.58B
$2.89M ﹤0.01%
49,704
-5,049
BFS
3062
Saul Centers
BFS
$866M
$2.88M ﹤0.01%
88,248
+419
VSTS icon
3063
Vestis
VSTS
$1.74B
$2.88M ﹤0.01%
368,151
+206,621
ECH icon
3064
iShares MSCI Chile ETF
ECH
$998M
$2.88M ﹤0.01%
75,129
-348,613
STKL
3065
DELISTED
SunOpta
STKL
$2.86M ﹤0.01%
441,898
-372,376
ESML icon
3066
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.42B
$2.85M ﹤0.01%
62,534
-1,021
BEKE icon
3067
KE Holdings
BEKE
$18.8B
$2.85M ﹤0.01%
189,727
-6,482,305
IVOV icon
3068
Vanguard S&P Mid-Cap 400 Value ETF
IVOV
$1.28B
$2.85M ﹤0.01%
28,568
+1,051
ESQ icon
3069
Esquire Financial Holdings
ESQ
$918M
$2.85M ﹤0.01%
26,853
-3,074
WRD
3070
WeRide Inc
WRD
$2.63B
$2.85M ﹤0.01%
400,151
+396,181
AVDV icon
3071
Avantis International Small Cap Value ETF
AVDV
$19.6B
$2.84M ﹤0.01%
29,421
+12,005
AUR icon
3072
Aurora
AUR
$13.6B
$2.84M ﹤0.01%
732,384
-26,739
PGEN icon
3073
Precigen
PGEN
$1.36B
$2.84M ﹤0.01%
873,283
-41,636
VIA
3074
Via Transportation Inc
VIA
$1.23B
$2.84M ﹤0.01%
203,707
+193,132
AGBK
3075
AGI Inc
AGBK
$1.08B
$2.84M ﹤0.01%
+394,368