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
LAD icon
1451
Lithia Motors
LAD
$6.69B
$32.7M ﹤0.01%
133,137
-27,905
DKS icon
1452
Dick's Sporting Goods
DKS
$19.4B
$32.7M ﹤0.01%
171,501
-11,454
NTB icon
1453
Bank of N.T. Butterfield & Son
NTB
$2.22B
$32.7M ﹤0.01%
631,092
-73,162
JBI icon
1454
Janus International
JBI
$716M
$32.6M ﹤0.01%
6,606,808
+745,056
SN icon
1455
SharkNinja
SN
$17.4B
$32.5M ﹤0.01%
333,278
+215,371
MRP
1456
Millrose Properties Inc
MRP
$4.6B
$32.4M ﹤0.01%
1,187,160
+853,095
FNUC
1457
Frontier Nuclear and Minerals Inc
FNUC
$61.1M
$32.3M ﹤0.01%
+16,009,164
FRPT icon
1458
Freshpet
FRPT
$2.43B
$32.3M ﹤0.01%
569,940
-121,812
SHO icon
1459
Sunstone Hotel Investors
SHO
$2.05B
$32.3M ﹤0.01%
3,588,103
+955,454
CR icon
1460
Crane Co
CR
$10.5B
$32.2M ﹤0.01%
200,120
+5,857
S icon
1461
SentinelOne
S
$6.11B
$32.2M ﹤0.01%
2,550,819
-553,598
CROX icon
1462
Crocs
CROX
$5.93B
$32.1M ﹤0.01%
401,446
+161,812
LOPE icon
1463
Grand Canyon Education
LOPE
$4.04B
$32.1M ﹤0.01%
191,131
+10,628
EVMN
1464
Evommune Inc
EVMN
$799M
$32.1M ﹤0.01%
1,459,420
+150,519
KRC icon
1465
Kilroy Realty
KRC
$3.95B
$32.1M ﹤0.01%
1,136,424
+16,251
UTZ icon
1466
Utz Brands
UTZ
$640M
$32.1M ﹤0.01%
4,097,184
-1,395,248
SMMU icon
1467
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
SMMU
$1.11B
$32.1M ﹤0.01%
636,240
-191,180
OBDC icon
1468
Blue Owl Capital
OBDC
$5.67B
$31.9M ﹤0.01%
2,925,154
-339,555
DBX icon
1469
Dropbox
DBX
$6.74B
$31.8M ﹤0.01%
1,407,986
-719,479
UI icon
1470
Ubiquiti
UI
$34.8B
$31.7M ﹤0.01%
43,073
+18,198
IHE icon
1471
iShares US Pharmaceuticals ETF
IHE
$898M
$31.6M ﹤0.01%
375,746
+162,941
CNO icon
1472
CNO Financial Group
CNO
$4.29B
$31.5M ﹤0.01%
784,408
+77,225
DEM icon
1473
WisdomTree Emerging Markets High Dividend Fund
DEM
$4.05B
$31.5M ﹤0.01%
651,444
-23,620
CCO icon
1474
Clear Channel Outdoor Holdings
CCO
$1.23B
$31.5M ﹤0.01%
13,330,685
+6,332,090
WIX icon
1475
WIX.com
WIX
$2.62B
$31.4M ﹤0.01%
358,260
+241,832