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
HLMN icon
1226
Hillman Solutions
HLMN
$1.42B
$49.8M ﹤0.01%
6,253,873
+100,859
JMOM icon
1227
JPMorgan US Momentum Factor ETF
JMOM
$2.4B
$49.8M ﹤0.01%
757,727
+179,743
ALLY icon
1228
Ally Financial
ALLY
$13B
$49.8M ﹤0.01%
1,312,394
-46,103
STUB
1229
StubHub Holdings
STUB
$3.71B
$49.7M ﹤0.01%
8,162,623
+500
HRL icon
1230
Hormel Foods
HRL
$12.8B
$49.7M ﹤0.01%
2,159,077
+84,288
WTS icon
1231
Watts Water Technologies
WTS
$10B
$49.6M ﹤0.01%
174,749
-29,983
TPH
1232
DELISTED
Tri Pointe Homes
TPH
$49.5M ﹤0.01%
1,060,807
+175,423
DFAX icon
1233
Dimensional World ex US Core Equity 2 ETF
DFAX
$12B
$49.5M ﹤0.01%
1,502,018
+1,058,271
BELFB
1234
Bel Fuse Inc Class B
BELFB
$3.9B
$49.3M ﹤0.01%
249,387
+106,026
TLN
1235
Talen Energy Corp
TLN
$17B
$49.2M ﹤0.01%
157,293
-175,022
JMMF
1236
JPMorgan 100% U.S. Treasury Securities Money Market ETF
JMMF
$70.1M
$49.1M ﹤0.01%
490,000
BBD icon
1237
Banco Bradesco
BBD
$36.4B
$48.8M ﹤0.01%
13,956,018
+9,906,897
SUSL icon
1238
iShares ESG MSCI USA Leaders ETF
SUSL
$1.14B
$48.8M ﹤0.01%
443,012
-827
SPHY icon
1239
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11B
$48.7M ﹤0.01%
2,108,742
+608,047
UNM icon
1240
Unum
UNM
$13.4B
$48.4M ﹤0.01%
663,211
+122,372
AVLV icon
1241
Avantis US Large Cap Value ETF
AVLV
$12.8B
$48.3M ﹤0.01%
613,298
+63,882
MGM icon
1242
MGM Resorts International
MGM
$12.9B
$48.3M ﹤0.01%
1,356,086
+29,350
GGG icon
1243
Graco
GGG
$12.3B
$48.3M ﹤0.01%
581,869
-20,550
BEN icon
1244
Franklin Resources
BEN
$16.1B
$48.2M ﹤0.01%
2,105,874
+420,391
CIB icon
1245
Grupo Cibest SA
CIB
$17.8B
$48.2M ﹤0.01%
692,912
-31,693
STM icon
1246
STMicroelectronics
STM
$61B
$48M ﹤0.01%
1,533,619
-1,836,960
ANDG
1247
Andersen Group
ANDG
$4.23B
$47.9M ﹤0.01%
1,859,580
+86,065
ISTB icon
1248
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.69B
$47.7M ﹤0.01%
986,851
-84,303
GSLC icon
1249
Goldman Sachs ActiveBeta US Large Cap Equity ETF
GSLC
$15.6B
$47.7M ﹤0.01%
392,042
+29,977
MCRI icon
1250
Monarch Casino & Resort
MCRI
$2.15B
$47.6M ﹤0.01%
505,648
+19,231