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
GSK icon
1476
GSK
GSK
$98.9B
$31.4M ﹤0.01%
578,828
-1,702,989
CALY
1477
Callaway Golf Company
CALY
$2.74B
$31.4M ﹤0.01%
2,365,179
+828,166
IOSP icon
1478
Innospec
IOSP
$2.02B
$31.2M ﹤0.01%
426,050
+120,175
SIG icon
1479
Signet Jewelers
SIG
$3.36B
$31.1M ﹤0.01%
384,108
-7,136
SF
1480
Stifel
SF
$10.6B
$31M ﹤0.01%
431,357
+32,837
RNR icon
1481
RenaissanceRe
RNR
$11.8B
$31M ﹤0.01%
104,774
+8,825
ECPG icon
1482
Encore Capital Group
ECPG
$1.68B
$30.8M ﹤0.01%
449,446
+367,370
INTF icon
1483
iShares International Equity Factor ETF
INTF
$3.46B
$30.8M ﹤0.01%
814,535
+61,835
TRMD icon
1484
TORM
TRMD
$2.87B
$30.8M ﹤0.01%
1,123,313
+1,102,445
CART icon
1485
Maplebear
CART
$9.92B
$30.7M ﹤0.01%
826,763
+58,567
FTEC icon
1486
Fidelity MSCI Information Technology Index ETF
FTEC
$21.7B
$30.6M ﹤0.01%
153,395
+10,791
AWI icon
1487
Armstrong World Industries
AWI
$6.62B
$30.6M ﹤0.01%
191,447
+67,030
BMRN icon
1488
BioMarin Pharmaceuticals
BMRN
$10.6B
$30.6M ﹤0.01%
557,836
+97,831
GNR icon
1489
State Street SPDR S&P Global Natural Resources ETF
GNR
$4.84B
$30.6M ﹤0.01%
418,185
-143,933
CNH
1490
CNH Industrial
CNH
$12.2B
$30.5M ﹤0.01%
2,934,293
-632,229
HCC icon
1491
Warrior Met Coal
HCC
$5.61B
$30.5M ﹤0.01%
323,513
-47,054
FELC icon
1492
Fidelity Enhanced Large Cap Core ETF
FELC
$7.75B
$30.5M ﹤0.01%
864,471
+147,019
BKLN icon
1493
Invesco Senior Loan ETF
BKLN
$7.2B
$30.4M ﹤0.01%
1,496,791
+1,414,825
ARW icon
1494
Arrow Electronics
ARW
$11.1B
$30.4M ﹤0.01%
222,744
+81,446
SCI icon
1495
Service Corp International
SCI
$10.1B
$30.3M ﹤0.01%
371,924
+25,593
FUL icon
1496
H.B. Fuller
FUL
$3.37B
$30.3M ﹤0.01%
510,046
-122,895
VRNS icon
1497
Varonis Systems
VRNS
$4.15B
$30.3M ﹤0.01%
1,429,212
+233,599
SPTM icon
1498
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.7B
$30.2M ﹤0.01%
393,149
+56,584
ARMK icon
1499
Aramark
ARMK
$14.3B
$30.1M ﹤0.01%
748,458
+73,562
LRN icon
1500
Stride
LRN
$4.1B
$30.1M ﹤0.01%
357,890
+266,963