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
ESI icon
926
Element Solutions
ESI
$10.3B
$92.8M 0.01%
2,867,833
-854,820
ICF icon
927
iShares Select U.S. REIT ETF
ICF
$2.06B
$92.7M 0.01%
1,522,970
+38,826
FLCA icon
928
Franklin FTSE Canada ETF
FLCA
$752M
$92.7M 0.01%
1,943,053
-27,166
VLUE icon
929
iShares MSCI USA Value Factor ETF
VLUE
$15.9B
$92.4M 0.01%
667,457
+253,654
REXR icon
930
Rexford Industrial Realty
REXR
$8.01B
$91.9M 0.01%
2,817,608
+1,403,439
SPXC icon
931
SPX Corp
SPXC
$10.8B
$91.8M 0.01%
481,458
-46,832
USIG icon
932
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$17.3B
$91.8M 0.01%
1,800,624
+350,767
VV icon
933
Vanguard Large-Cap ETF
VV
$53.3B
$91.7M 0.01%
316,012
+19,296
CUZ icon
934
Cousins Properties
CUZ
$4.41B
$91.3M 0.01%
4,189,166
+2,072,007
BBIO icon
935
BridgeBio Pharma
BBIO
$13B
$91M 0.01%
1,312,259
+453,291
NULV icon
936
Nuveen ESG Large-Cap Value ETF
NULV
$2.11B
$90.9M 0.01%
2,039,473
+12,257
FR icon
937
First Industrial Realty Trust
FR
$8.2B
$90M 0.01%
1,571,525
+232,368
WTRG icon
938
Essential Utilities
WTRG
$10.5B
$90M 0.01%
2,191,979
-1,546,201
JHG icon
939
Janus Henderson
JHG
$7.97B
$89.8M 0.01%
1,748,473
+1,236,668
FCN icon
940
FTI Consulting
FCN
$4.62B
$89.8M 0.01%
516,393
+448,810
PTC icon
941
PTC
PTC
$16B
$89.5M 0.01%
641,025
+121,810
DLTR icon
942
Dollar Tree
DLTR
$22.4B
$89.2M 0.01%
843,802
-12,315
RHP icon
943
Ryman Hospitality Properties
RHP
$7.27B
$88.1M 0.01%
966,386
-145,233
TALV
944
Transamerica Large Value Active ETF
TALV
$157M
$87.8M 0.01%
+3,564,228
IJK icon
945
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11B
$87.8M 0.01%
903,223
+18,119
EWW icon
946
iShares MSCI Mexico ETF
EWW
$1.98B
$87.8M 0.01%
1,206,472
+58,947
PAA icon
947
Plains All American Pipeline
PAA
$15.8B
$87.8M 0.01%
3,906,322
-1,971,309
APGE icon
948
Apogee Therapeutics
APGE
$6.19B
$87.4M 0.01%
1,110,470
-262,596
SOLS
949
Solstice Advanced Materials
SOLS
$13.4B
$87.2M 0.01%
1,204,419
+332,077
SPDW icon
950
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$40.8B
$87.2M 0.01%
1,972,288
+135,531