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
CGDV icon
1676
Capital Group Dividend Value ETF
CGDV
$35.2B
$22.8M ﹤0.01%
549,712
+145,778
CSGS
1677
DELISTED
CSG Systems International
CSGS
$22.8M ﹤0.01%
285,306
+13,743
SSL icon
1678
Sasol
SSL
$8.15B
$22.7M ﹤0.01%
1,735,110
+1,126,924
BWLP icon
1679
BW LPG
BWLP
$3B
$22.7M ﹤0.01%
1,375,421
+1,370,364
PTCT icon
1680
PTC Therapeutics
PTCT
$6.12B
$22.7M ﹤0.01%
346,017
-10,024
SQM icon
1681
Sociedad Química y Minera de Chile
SQM
$23.8B
$22.6M ﹤0.01%
278,785
+84,071
NCNO icon
1682
nCino
NCNO
$1.88B
$22.4M ﹤0.01%
1,555,963
+397,219
HLI icon
1683
Houlihan Lokey
HLI
$9.69B
$22.4M ﹤0.01%
158,464
-66
AGNC icon
1684
AGNC Investment
AGNC
$11.7B
$22.3M ﹤0.01%
2,269,209
+434,461
KSPI icon
1685
Kaspi.kz JSC
KSPI
$17.1B
$22.3M ﹤0.01%
309,121
+35,885
COLB icon
1686
Columbia Banking Systems
COLB
$8.4B
$22.2M ﹤0.01%
828,352
+57,264
PRAX icon
1687
Praxis Precision Medicines
PRAX
$9.34B
$22.2M ﹤0.01%
80,180
+24,880
HRMY icon
1688
Harmony Biosciences
HRMY
$1.84B
$22.2M ﹤0.01%
823,513
+624,152
OSK icon
1689
Oshkosh
OSK
$7.87B
$22.1M ﹤0.01%
160,863
+4,050
HEQQ
1690
JPMorgan Nasdaq Hedged Equity Laddered Overlay ETF
HEQQ
$33.7M
$22.1M ﹤0.01%
400,000
VFC icon
1691
VF Corp
VFC
$6.54B
$22.1M ﹤0.01%
1,369,860
+707,577
NPO icon
1692
Enpro
NPO
$6.46B
$22.1M ﹤0.01%
91,895
-11,058
ONC
1693
BeOne Medicines Ltd
ONC
$29B
$22M ﹤0.01%
77,538
+70,093
PUK icon
1694
Prudential
PUK
$36.1B
$22M ﹤0.01%
804,009
+569,591
ICLN icon
1695
iShares Global Clean Energy ETF
ICLN
$3.14B
$22M ﹤0.01%
1,254,765
-134,112
ALV icon
1696
Autoliv
ALV
$9.56B
$22M ﹤0.01%
217,497
+35,912
IBP icon
1697
Installed Building Products
IBP
$5.44B
$21.9M ﹤0.01%
85,216
+6,501
MGC icon
1698
Vanguard Mega Cap 300 Index ETF
MGC
$10B
$21.8M ﹤0.01%
95,220
-382,983
GLP icon
1699
Global Partners
GLP
$1.63B
$21.8M ﹤0.01%
514,418
+74,251
BCS icon
1700
Barclays
BCS
$83.1B
$21.8M ﹤0.01%
1,078,132
+622,556