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
Z icon
1101
Zillow
Z
$8.01B
$63.3M ﹤0.01%
1,551,106
-269,222
SUNB
1102
Sunbelt Rentals Holdings
SUNB
$32.3B
$63.2M ﹤0.01%
+986,297
SPAB icon
1103
State Street SPDR Portfolio Aggregate Bond ETF
SPAB
$9.7B
$62.9M ﹤0.01%
2,460,825
-352,759
MDLN
1104
Medline Inc
MDLN
$30.9B
$62.7M ﹤0.01%
1,470,444
+120,283
XPO icon
1105
XPO
XPO
$25.2B
$62.5M ﹤0.01%
335,117
+3,763
EWZ icon
1106
iShares MSCI Brazil ETF
EWZ
$10.2B
$62.5M ﹤0.01%
1,698,673
+447,680
DPZ icon
1107
Domino's
DPZ
$10.3B
$62.3M ﹤0.01%
176,614
+51,100
WES icon
1108
Western Midstream Partners
WES
$16.9B
$62M ﹤0.01%
1,490,494
-1,514,758
EPRT icon
1109
Essential Properties Realty Trust
EPRT
$6.61B
$62M ﹤0.01%
2,015,627
+97,876
POWI icon
1110
Power Integrations
POWI
$4.68B
$61.9M ﹤0.01%
1,293,375
-366,268
MTZ icon
1111
MasTec
MTZ
$29.9B
$61.8M ﹤0.01%
202,002
-14,195
BSAC icon
1112
Banco Santander Chile
BSAC
$15B
$61.6M ﹤0.01%
1,937,509
-533,889
SHAK icon
1113
Shake Shack
SHAK
$2.59B
$61.3M ﹤0.01%
734,341
+111,566
ARIS
1114
Aris Mining
ARIS
$3.74B
$61.1M ﹤0.01%
3,546,726
+305,900
AUGO
1115
Aura Minerals Inc
AUGO
$6.45B
$60.9M ﹤0.01%
859,485
+289,814
RGLD icon
1116
Royal Gold
RGLD
$19.1B
$60.9M ﹤0.01%
255,163
+68,379
CINF icon
1117
Cincinnati Financial
CINF
$24.4B
$60.9M ﹤0.01%
389,445
-27,077
UHS icon
1118
Universal Health Services
UHS
$8.84B
$60.5M ﹤0.01%
332,373
+163,633
VONV icon
1119
Vanguard Russell 1000 Value ETF
VONV
$19.3B
$60.4M ﹤0.01%
658,257
+71,836
ESLT icon
1120
Elbit Systems
ESLT
$41.2B
$60.4M ﹤0.01%
73,939
+15,201
BKU icon
1121
Bankunited
BKU
$3.37B
$60.3M ﹤0.01%
1,364,913
-124,974
CDE icon
1122
Coeur Mining
CDE
$19.9B
$60.3M ﹤0.01%
3,654,223
+1,314,803
LVS icon
1123
Las Vegas Sands
LVS
$33.5B
$60.1M ﹤0.01%
1,163,528
+626,116
AVY icon
1124
Avery Dennison
AVY
$12.2B
$60M ﹤0.01%
356,773
+88,107
CLH icon
1125
Clean Harbors
CLH
$14.9B
$59.9M ﹤0.01%
214,132
+14,642