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
FDVV icon
851
Fidelity High Dividend ETF
FDVV
$9.67B
$110M 0.01%
2,029,336
+866,147
FRT icon
852
Federal Realty Investment Trust
FRT
$10.3B
$109M 0.01%
1,048,230
-75,714
HAL icon
853
Halliburton
HAL
$32.5B
$109M 0.01%
2,779,829
+1,108,323
SLV icon
854
iShares Silver Trust
SLV
$36.5B
$109M 0.01%
1,711,721
+376,778
CBOE icon
855
Cboe Global Markets
CBOE
$34.9B
$109M 0.01%
384,864
+11,054
BNO icon
856
United States Brent Oil Fund
BNO
$784M
$108M 0.01%
2,004,865
+1,983,310
SYF icon
857
Synchrony
SYF
$24B
$108M 0.01%
1,639,254
+400,491
IVOL icon
858
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$319M
$108M 0.01%
5,775,877
+559,650
RBBN icon
859
Ribbon Communications
RBBN
$543M
$108M 0.01%
52,043,036
+5,459
GAP
860
The Gap Inc
GAP
$7.73B
$108M 0.01%
4,526,119
+3,457,922
FMX icon
861
Fomento Económico Mexicano
FMX
$40.6B
$107M 0.01%
994,207
-292,394
MUSA icon
862
Murphy USA
MUSA
$9.35B
$107M 0.01%
214,758
+5,403
XENE icon
863
Xenon Pharmaceuticals
XENE
$5.29B
$107M 0.01%
1,923,610
+429,578
THO icon
864
Thor Industries
THO
$4.16B
$107M 0.01%
1,363,786
+109,726
SNAP icon
865
Snap
SNAP
$9.46B
$107M 0.01%
26,503,927
+13,833,756
VONG icon
866
Vanguard Russell 1000 Growth ETF
VONG
$45.4B
$107M 0.01%
1,007,536
+339,971
CWST icon
867
Casella Waste Systems
CWST
$5.23B
$107M 0.01%
1,358,874
-103,896
MNDY icon
868
monday.com
MNDY
$4.28B
$106M 0.01%
1,561,628
+461,802
PAAS icon
869
Pan American Silver
PAAS
$24B
$106M 0.01%
2,069,544
+320,532
ESGE icon
870
iShares ESG Aware MSCI EM ETF
ESGE
$7.12B
$106M 0.01%
2,412,664
+15,450
VEU icon
871
Vanguard FTSE All-World ex-US ETF
VEU
$66.4B
$106M 0.01%
1,451,207
+219,641
PFG icon
872
Principal Financial Group
PFG
$22.4B
$105M 0.01%
1,189,593
+121,778
SUSC icon
873
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.44B
$105M 0.01%
4,549,638
+63,682
CWAN icon
874
Clearwater Analytics
CWAN
$7.24B
$105M 0.01%
4,443,464
-120,547
IFF icon
875
International Flavors & Fragrances
IFF
$19.4B
$104M 0.01%
1,468,991
+664,947