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
NVR icon
1151
NVR
NVR
$16.5B
$57.2M ﹤0.01%
8,803
+1,134
RRC icon
1152
Range Resources
RRC
$9.18B
$57.1M ﹤0.01%
1,236,393
-2,341,601
TM icon
1153
Toyota
TM
$248B
$57.1M ﹤0.01%
281,293
+49,679
LSTR icon
1154
Landstar System
LSTR
$7.02B
$56.9M ﹤0.01%
362,828
-193,442
VSEC icon
1155
VSE Corp
VSEC
$5.19B
$56.9M ﹤0.01%
344,219
+14,822
CYTK icon
1156
Cytokinetics
CYTK
$10.4B
$56.9M ﹤0.01%
903,805
-508,992
IJJ icon
1157
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.47B
$56.7M ﹤0.01%
438,176
+5,238
ONDS icon
1158
Ondas Inc
ONDS
$6.67B
$56.6M ﹤0.01%
6,943,244
+6,759,340
SBSW icon
1159
Sibanye-Stillwater
SBSW
$8.44B
$56.4M ﹤0.01%
5,058,455
+2,439,078
DGRW icon
1160
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.9B
$56.3M ﹤0.01%
657,804
+22,366
J icon
1161
Jacobs Solutions
J
$14.2B
$56.3M ﹤0.01%
451,328
+21,372
PNW icon
1162
Pinnacle West Capital
PNW
$12.1B
$56.2M ﹤0.01%
558,586
+279,820
CTRE icon
1163
CareTrust REIT
CTRE
$9.64B
$56.1M ﹤0.01%
1,531,157
+209,496
HAS icon
1164
Hasbro
HAS
$12.2B
$56.1M ﹤0.01%
627,543
+183,426
LBRDK icon
1165
Liberty Broadband Class C
LBRDK
$4.84B
$56.1M ﹤0.01%
1,089,786
+223,392
DFUS icon
1166
Dimensional US Equity ETF
DFUS
$20.9B
$56M ﹤0.01%
813,517
+10,884
FIBK icon
1167
First Interstate BancSystem
FIBK
$3.46B
$56M ﹤0.01%
1,706,451
+131,333
TKO icon
1168
TKO Group
TKO
$15.4B
$55.9M ﹤0.01%
286,311
+92,823
ONB icon
1169
Old National Bancorp
ONB
$9.28B
$55.9M ﹤0.01%
2,600,324
+73,368
CQP icon
1170
Cheniere Energy
CQP
$28.6B
$55.9M ﹤0.01%
832,131
-42,137
SYSB
1171
iShares Systematic Bond ETF
SYSB
$1.05B
$55.8M ﹤0.01%
629,860
+221,184
THC icon
1172
Tenet Healthcare
THC
$15.1B
$55.6M ﹤0.01%
295,914
-126,954
DYN icon
1173
Dyne Therapeutics
DYN
$3.2B
$55.6M ﹤0.01%
3,253,473
-296,436
MTDR icon
1174
Matador Resources
MTDR
$6.66B
$55.5M ﹤0.01%
855,409
+326,364
PCVX icon
1175
Vaxcyte
PCVX
$7.42B
$55.4M ﹤0.01%
1,008,314
-77,205