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
STNG icon
1526
Scorpio Tankers
STNG
$3.8B
$29M ﹤0.01%
394,099
+109,129
HIW icon
1527
Highwoods Properties
HIW
$2.91B
$29M ﹤0.01%
1,387,632
+514,104
DAR icon
1528
Darling Ingredients
DAR
$9.61B
$29M ﹤0.01%
479,999
+74,636
ENVA icon
1529
Enova International
ENVA
$4.09B
$29M ﹤0.01%
220,614
-43,209
MUR icon
1530
Murphy Oil
MUR
$5.35B
$28.9M ﹤0.01%
691,993
+102,358
FLQL icon
1531
Franklin US Large Cap Multifactor Index ETF
FLQL
$2.01B
$28.9M ﹤0.01%
440,925
+33,495
PNFP icon
1532
Pinnacle Financial Partners Inc
PNFP
$14.4B
$28.8M ﹤0.01%
344,885
+126,350
SWK icon
1533
Stanley Black & Decker
SWK
$12.2B
$28.8M ﹤0.01%
427,485
+131,067
CAG icon
1534
Conagra Brands
CAG
$6.27B
$28.7M ﹤0.01%
1,825,919
+550,109
HEWJ icon
1535
iShares Currency Hedged MSCI Japan ETF
HEWJ
$736M
$28.7M ﹤0.01%
525,268
+155,837
AVNT icon
1536
Avient
AVNT
$3.17B
$28.7M ﹤0.01%
806,545
+49,560
TFI icon
1537
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
$28.6M ﹤0.01%
632,641
+19,592
MSGS icon
1538
Madison Square Garden
MSGS
$9.09B
$28.6M ﹤0.01%
91,410
-18,958
WLTH
1539
Wealthfront Corp
WLTH
$1.82B
$28.6M ﹤0.01%
3,161,452
+1,121,314
IWL icon
1540
iShares Russell Top 200 ETF
IWL
$2.23B
$28.6M ﹤0.01%
183,116
+27,089
LIVN icon
1541
LivaNova
LIVN
$4.05B
$28.4M ﹤0.01%
464,142
+74,383
BKH icon
1542
Black Hills Corp
BKH
$5.36B
$28.4M ﹤0.01%
410,555
-26,816
SPH icon
1543
Suburban Propane Partners
SPH
$1.27B
$28.3M ﹤0.01%
1,402,221
+87,953
IRT icon
1544
Independence Realty Trust
IRT
$3.74B
$28.3M ﹤0.01%
1,913,184
-237,645
SSRM icon
1545
SSR Mining
SSRM
$6.19B
$28.3M ﹤0.01%
1,079,943
+187,054
MOH icon
1546
Molina Healthcare
MOH
$9.55B
$28.3M ﹤0.01%
215,178
-123,595
MSM icon
1547
MSC Industrial Direct
MSM
$6.25B
$28.2M ﹤0.01%
313,872
+51,003
GL icon
1548
Globe Life
GL
$11.8B
$28.2M ﹤0.01%
206,817
+25,053
TAP icon
1549
Molson Coors Class B
TAP
$7.32B
$28.2M ﹤0.01%
657,396
-9,660
ASB icon
1550
Associated Banc-Corp
ASB
$5.14B
$28.1M ﹤0.01%
1,125,553
+110,785