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
AX icon
1701
Axos Financial
AX
$4.91B
$21.8M ﹤0.01%
262,853
-57,632
ACA icon
1702
Arcosa
ACA
$6.12B
$21.8M ﹤0.01%
213,241
-10,573
NWS icon
1703
News Corp Class B
NWS
$16.7B
$21.8M ﹤0.01%
768,572
+309,658
SIRI icon
1704
SiriusXM
SIRI
$9.78B
$21.8M ﹤0.01%
955,854
+277,827
GTY
1705
Getty Realty Corp
GTY
$1.95B
$21.7M ﹤0.01%
682,525
+134,097
PRKS icon
1706
United Parks & Resorts
PRKS
$1.95B
$21.7M ﹤0.01%
701,477
+417,566
HEI icon
1707
HEICO Corp
HEI
$46.6B
$21.6M ﹤0.01%
81,679
-161,104
MLCO icon
1708
Melco Resorts & Entertainment
MLCO
$2.27B
$21.6M ﹤0.01%
3,891,606
+188,577
CIFR icon
1709
Cipher Digital Inc
CIFR
$9.82B
$21.6M ﹤0.01%
1,798,182
+389,887
GTX icon
1710
Garrett Motion
GTX
$5.84B
$21.6M ﹤0.01%
1,231,753
-731,411
XMTR icon
1711
Xometry
XMTR
$5.01B
$21.5M ﹤0.01%
575,937
+538,418
CAVA icon
1712
CAVA Group
CAVA
$8.7B
$21.5M ﹤0.01%
279,308
+30,562
CLF icon
1713
Cleveland-Cliffs
CLF
$7.75B
$21.4M ﹤0.01%
2,641,378
-1,540,544
FELG icon
1714
Fidelity Enhanced Large Cap Growth ETF
FELG
$5.86B
$21.4M ﹤0.01%
593,562
+89,410
PATK icon
1715
Patrick Industries
PATK
$2.97B
$21.4M ﹤0.01%
202,250
+23,451
CURB
1716
Curbline Properties
CURB
$3.03B
$21.4M ﹤0.01%
834,307
-108,285
CARG icon
1717
CarGurus
CARG
$2.68B
$21.4M ﹤0.01%
605,317
+119,921
VSAT icon
1718
Viasat
VSAT
$9.9B
$21.3M ﹤0.01%
487,085
+44,283
TKR icon
1719
Timken Company
TKR
$8.79B
$21.3M ﹤0.01%
221,877
+27,740
GLOB icon
1720
Globant
GLOB
$1.92B
$21.3M ﹤0.01%
465,220
+92,900
KBH icon
1721
KB Home
KBH
$3.2B
$21.2M ﹤0.01%
418,781
+79,362
NWE icon
1722
NorthWestern Energy
NWE
$4.2B
$21.1M ﹤0.01%
320,768
+77,133
FLG
1723
Flagstar Bank National Association
FLG
$5.74B
$21.1M ﹤0.01%
1,640,513
+616,718
VSCO icon
1724
Victoria's Secret
VSCO
$4.31B
$21.1M ﹤0.01%
486,903
+115,763
BOOT icon
1725
Boot Barn
BOOT
$5.15B
$21.1M ﹤0.01%
150,542
-28,987