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
TARS icon
3276
Tarsus Pharmaceuticals
TARS
$2.53B
$2.04M ﹤0.01%
30,478
-26,168
PBL icon
3277
PGIM Portfolio Ballast ETF
PBL
$80.7M
$2.04M ﹤0.01%
68,989
+43,754
AMLX icon
3278
Amylyx Pharmaceuticals
AMLX
$1.48B
$2.04M ﹤0.01%
159,663
+93,116
IEAGU
3279
Infinite Eagle Acquisition Corp Unit
IEAGU
$311M
$2.03M ﹤0.01%
+200,000
VNDA icon
3280
Vanda Pharmaceuticals
VNDA
$366M
$2.03M ﹤0.01%
304,894
-91,123
ASTE icon
3281
Astec Industries
ASTE
$1.2B
$2.02M ﹤0.01%
39,169
-152,329
RDVT icon
3282
Red Violet
RDVT
$801M
$2.01M ﹤0.01%
58,573
+34,619
RXO icon
3283
RXO
RXO
$4.42B
$2.01M ﹤0.01%
146,325
-91,686
AMPH icon
3284
Amphastar Pharmaceuticals
AMPH
$799M
$2.01M ﹤0.01%
104,574
-54,070
WGS icon
3285
GeneDx Holdings
WGS
$1.57B
$2.01M ﹤0.01%
33,674
+6,526
VTEI icon
3286
Vanguard Intermediate-Term Tax-Exempt Bond ETF
VTEI
$1.35B
$2M ﹤0.01%
+20,081
CEVA icon
3287
CEVA Inc
CEVA
$1.39B
$2M ﹤0.01%
116,395
-14,979
VHCPU
3288
Vine Hill Capital Investment Corp II Units
VHCPU
$177M
$2M ﹤0.01%
200,000
+187,000
LKOR icon
3289
FlexShares Credit-Scored US Long Corporate Bond Index Fund
LKOR
$35.5M
$2M ﹤0.01%
+48,373
HFSI
3290
Hartford Strategic Income ETF
HFSI
$805M
$2M ﹤0.01%
57,727
+3,789
UFCS icon
3291
United Fire Group
UFCS
$1.12B
$1.99M ﹤0.01%
53,535
-22,678
PJAN icon
3292
Innovator US Equity Power Buffer ETF January
PJAN
$1.51B
$1.99M ﹤0.01%
43,893
-1,658
DFEV icon
3293
Dimensional Emerging Markets Value ETF
DFEV
$2.03B
$1.99M ﹤0.01%
57,186
-964
EOSE icon
3294
Eos Energy Enterprises
EOSE
$2.78B
$1.99M ﹤0.01%
452,435
+157,045
MGPI icon
3295
MGP Ingredients
MGPI
$359M
$1.98M ﹤0.01%
107,547
-61,154
AMSF icon
3296
AMERISAFE
AMSF
$576M
$1.98M ﹤0.01%
58,632
+11,168
KDK
3297
Kodiak AI
KDK
$1.33B
$1.97M ﹤0.01%
305,171
+267,814
SEPN
3298
Septerna Inc
SEPN
$1.35B
$1.97M ﹤0.01%
84,674
+16,336
AHCO icon
3299
AdaptHealth
AHCO
$1.31B
$1.97M ﹤0.01%
174,725
-7,579
BYLD icon
3300
iShares Yield Optimized Bond ETF
BYLD
$432M
$1.97M ﹤0.01%
87,941
+13,281