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
PEGA icon
1376
Pegasystems
PEGA
$6.35B
$37.9M ﹤0.01%
913,181
+231,044
FVD icon
1377
First Trust Value Line Dividend Fund
FVD
$7.92B
$37.9M ﹤0.01%
812,645
+339,303
BSY icon
1378
Bentley Systems
BSY
$10.7B
$37.8M ﹤0.01%
1,092,694
-384,170
FHB icon
1379
First Hawaiian
FHB
$3.22B
$37.6M ﹤0.01%
1,559,241
-37,565
EZA icon
1380
iShares MSCI South Africa ETF
EZA
$695M
$37.3M ﹤0.01%
580,789
-406,891
GLBE icon
1381
Global E Online
GLBE
$5.7B
$37M ﹤0.01%
1,292,466
-380,510
NGL icon
1382
NGL Energy Partners
NGL
$2.13B
$37M ﹤0.01%
3,102,709
+33,138
OGS icon
1383
ONE Gas
OGS
$4.78B
$36.9M ﹤0.01%
428,658
-181,275
AR icon
1384
Antero Resources
AR
$11.4B
$36.9M ﹤0.01%
833,677
-67,556
FNDF icon
1385
Schwab Fundamental International Large Company Index ETF
FNDF
$24.7B
$36.5M ﹤0.01%
767,887
+135,255
CCC
1386
CCC Intelligent Solutions
CCC
$2.99B
$36.5M ﹤0.01%
6,254,127
+69,265
IMAX icon
1387
IMAX
IMAX
$2.22B
$36.5M ﹤0.01%
970,570
+754,467
MARA icon
1388
Marathon Digital Holdings
MARA
$5.74B
$36.4M ﹤0.01%
4,671,002
+2,948,517
CGGO icon
1389
Capital Group Global Growth Equity ETF
CGGO
$11.5B
$36.4M ﹤0.01%
1,132,732
+302,673
IGF icon
1390
iShares Global Infrastructure ETF
IGF
$10.5B
$36.4M ﹤0.01%
547,015
+109,762
XOP icon
1391
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$3.44B
$36.3M ﹤0.01%
195,889
+98,721
ALH
1392
Alliance Laundry Holdings
ALH
$5B
$36.3M ﹤0.01%
1,861,537
+379,772
EWT icon
1393
iShares MSCI Taiwan ETF
EWT
$11.2B
$36.2M ﹤0.01%
525,319
+1,432
INGR icon
1394
Ingredion
INGR
$6.44B
$36.2M ﹤0.01%
321,791
+4,733
NIO icon
1395
NIO
NIO
$15B
$36.2M ﹤0.01%
6,560,939
-6,134,006
AOS icon
1396
A.O. Smith
AOS
$7.69B
$36.1M ﹤0.01%
566,532
-3,938
CGON icon
1397
CG Oncology
CGON
$5.3B
$35.8M ﹤0.01%
559,586
-27,243
EWBC icon
1398
East-West Bancorp
EWBC
$16.5B
$35.7M ﹤0.01%
343,844
-44,096
TFII icon
1399
TFI International
TFII
$12.9B
$35.7M ﹤0.01%
339,813
+4,545
SEIC icon
1400
SEI Investments
SEIC
$10.6B
$35.6M ﹤0.01%
461,660
+28,190