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
BWA icon
976
BorgWarner
BWA
$14.7B
$81.4M 0.01%
1,549,940
+933,830
HUT
977
Hut 8
HUT
$14.1B
$81.4M 0.01%
1,904,845
+104,691
NHI icon
978
National Health Investors
NHI
$3.55B
$81.3M 0.01%
986,592
-152
NULG icon
979
Nuveen ESG Large-Cap Growth ETF
NULG
$2.7B
$81.1M 0.01%
926,578
+344,364
CW icon
980
Curtiss-Wright
CW
$27.6B
$80.8M 0.01%
127,907
+15,320
CC icon
981
Chemours
CC
$3.33B
$80.6M 0.01%
3,800,873
-145,334
IEV icon
982
iShares Europe ETF
IEV
$1.75B
$80.4M 0.01%
1,221,141
-52,291
WHD icon
983
Cactus
WHD
$4.03B
$80.3M 0.01%
1,719,318
-679,400
FHN icon
984
First Horizon
FHN
$11.5B
$80.2M 0.01%
3,635,191
+1,268,747
VALE icon
985
Vale
VALE
$69.3B
$80.1M 0.01%
5,302,160
+756,214
KWEB icon
986
KraneShares CSI China Internet ETF
KWEB
$6.23B
$79.7M 0.01%
2,868,955
+1,814,401
IYK icon
987
iShares US Consumer Staples ETF
IYK
$1.57B
$79.3M 0.01%
1,133,439
+1,087,968
IXUS icon
988
iShares Core MSCI Total International Stock ETF
IXUS
$58.4B
$79.3M 0.01%
946,536
+78,574
JETS icon
989
US Global Jets ETF
JETS
$909M
$79.1M 0.01%
3,344,544
+1,197,399
WTW icon
990
Willis Towers Watson
WTW
$23.6B
$78.7M 0.01%
271,647
-30,377
GLPI icon
991
Gaming and Leisure Properties
GLPI
$13.3B
$78.2M 0.01%
1,779,128
+409,246
JKHY icon
992
Jack Henry & Associates
JKHY
$9.69B
$78.1M 0.01%
499,551
-119,712
IDEF
993
iShares Defense Industrials Active ETF
IDEF
$3.81B
$78M 0.01%
+2,482,942
RPRX icon
994
Royalty Pharma
RPRX
$24.7B
$77.9M 0.01%
1,679,671
+161,061
CBSH icon
995
Commerce Bancshares
CBSH
$7.61B
$77.8M 0.01%
1,613,100
-104,044
IGSB icon
996
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.1B
$77.7M 0.01%
1,482,866
-1,296,175
GPOR icon
997
Gulfport Energy Corp
GPOR
$3.03B
$76.7M 0.01%
357,000
-52,882
XTEN icon
998
BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
XTEN
$1.1B
$76.1M 0.01%
1,661,825
+173,975
DECK icon
999
Deckers Outdoor
DECK
$15.8B
$76.1M 0.01%
801,010
+293,129
PNR icon
1000
Pentair
PNR
$11.4B
$76M 0.01%
904,723
+103,841