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
COTY icon
3201
Coty
COTY
$1.76B
$2.35M ﹤0.01%
1,165,459
+185,861
ONIT
3202
Onity Group
ONIT
$308M
$2.35M ﹤0.01%
60,867
+29,481
IBMQ icon
3203
iShares iBonds Dec 2028 Term Muni Bond ETF
IBMQ
$644M
$2.34M ﹤0.01%
+91,872
SBH icon
3204
Sally Beauty Holdings
SBH
$1.2B
$2.34M ﹤0.01%
174,471
-76,952
PHO icon
3205
Invesco Water Resources ETF
PHO
$2B
$2.32M ﹤0.01%
35,359
-1,923
TYRA icon
3206
Tyra Biosciences
TYRA
$1.7B
$2.31M ﹤0.01%
66,789
-4,386
MITK icon
3207
Mitek Systems
MITK
$731M
$2.31M ﹤0.01%
174,799
+89,219
XNCR icon
3208
Xencor
XNCR
$847M
$2.29M ﹤0.01%
201,890
-102,089
VTWG icon
3209
Vanguard Russell 2000 Growth ETF
VTWG
$1.42B
$2.29M ﹤0.01%
10,437
-1,297
BOKF icon
3210
BOK Financial
BOKF
$7.74B
$2.29M ﹤0.01%
18,290
+1,457
BHC icon
3211
Bausch Health
BHC
$1.87B
$2.28M ﹤0.01%
453,807
+200,167
IMCB icon
3212
iShares Morningstar Mid-Cap ETF
IMCB
$1.6B
$2.28M ﹤0.01%
28,038
+727
IMVT icon
3213
Immunovant
IMVT
$6.4B
$2.28M ﹤0.01%
96,882
+17,016
SRLN icon
3214
State Street Blackstone Senior Loan ETF
SRLN
$5.21B
$2.27M ﹤0.01%
56,903
-4,388
FWRD icon
3215
Forward Air
FWRD
$306M
$2.27M ﹤0.01%
144,207
+97,307
JPMB icon
3216
JPMorgan USD Emerging Markets Sovereign Bond ETF
JPMB
$64M
$2.26M ﹤0.01%
58,071
+30,874
NABL icon
3217
N-able
NABL
$786M
$2.25M ﹤0.01%
481,584
+314,012
ORBS
3218
Eightco Holdings
ORBS
$364M
$2.25M ﹤0.01%
2,618,656
-73,292
BAR icon
3219
GraniteShares Gold Shares
BAR
$1.5B
$2.25M ﹤0.01%
50,600
-11,137
UMC icon
3220
United Microelectronic
UMC
$53.7B
$2.24M ﹤0.01%
260,704
+119,364
AHRT
3221
AH Realty Trust
AHRT
$513M
$2.24M ﹤0.01%
425,482
-38,590
FIW icon
3222
First Trust Water ETF
FIW
$1.78B
$2.24M ﹤0.01%
22,206
-755
AMPL icon
3223
Amplitude
AMPL
$1.11B
$2.24M ﹤0.01%
328,940
+122,300
ENR icon
3224
Energizer
ENR
$1.27B
$2.23M ﹤0.01%
132,366
+8,030
HCI icon
3225
HCI Group
HCI
$1.94B
$2.22M ﹤0.01%
14,317
+761