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
VSNT
1726
Versant Media Group
VSNT
$6.03B
$21.1M ﹤0.01%
+591,585
FCPT icon
1727
Four Corners Property Trust
FCPT
$2.73B
$21M ﹤0.01%
879,775
-22,807
UNFI icon
1728
United Natural Foods
UNFI
$3.12B
$21M ﹤0.01%
470,400
+30,503
HWC icon
1729
Hancock Whitney
HWC
$5.53B
$20.9M ﹤0.01%
334,941
-73,721
ACWV icon
1730
iShares MSCI Global Min Vol Factor ETF
ACWV
$3.29B
$20.9M ﹤0.01%
177,037
+7,167
RNG icon
1731
RingCentral
RNG
$3.63B
$20.9M ﹤0.01%
576,100
-58,875
WBS icon
1732
Webster Financial
WBS
$11.8B
$20.9M ﹤0.01%
307,097
-142,859
TBIL
1733
F/m US Treasury 3 Month Bill Fund
TBIL
$7.09B
$20.9M ﹤0.01%
418,273
+205,667
IONQ icon
1734
IonQ
IONQ
$25.9B
$20.8M ﹤0.01%
783,422
-770,683
ITM icon
1735
VanEck Intermediate Muni ETF
ITM
$2.18B
$20.8M ﹤0.01%
448,239
-28,290
LXP icon
1736
LXP Industrial Trust
LXP
$3.04B
$20.7M ﹤0.01%
447,343
-388,886
ABM icon
1737
ABM Industries
ABM
$2.29B
$20.7M ﹤0.01%
545,391
+26,566
IVOO icon
1738
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.56B
$20.7M ﹤0.01%
186,081
+4,496
DFIC icon
1739
Dimensional International Core Equity 2 ETF
DFIC
$14.1B
$20.6M ﹤0.01%
597,730
-9,604
CWEN icon
1740
Clearway Energy Class C
CWEN
$6.41B
$20.5M ﹤0.01%
526,923
-99
FLTW icon
1741
Franklin FTSE Taiwan ETF
FLTW
$2.83B
$20.5M ﹤0.01%
309,161
+19,012
CVCO icon
1742
Cavco Industries
CVCO
$4.12B
$20.5M ﹤0.01%
43,882
+19,645
SAFT icon
1743
Safety Insurance
SAFT
$1.03B
$20.4M ﹤0.01%
275,752
-14,287
SCJ icon
1744
iShares MSCI Japan Small-Cap ETF
SCJ
$240M
$20.4M ﹤0.01%
215,994
+213,389
GRFS icon
1745
Grifois
GRFS
$5.34B
$20.4M ﹤0.01%
2,701,572
+445,212
CLMT icon
1746
Calumet Specialty Products
CLMT
$3.09B
$20.4M ﹤0.01%
581,137
+526,674
VONE icon
1747
Vanguard Russell 1000 ETF
VONE
$8.11B
$20.3M ﹤0.01%
70,910
+2,089
CRSP icon
1748
CRISPR Therapeutics
CRSP
$5.42B
$20.3M ﹤0.01%
457,639
-85,315
AVT icon
1749
Avnet
AVT
$7.13B
$20.3M ﹤0.01%
346,109
+78,053
PAM icon
1750
Pampa Energía
PAM
$4.58B
$20.3M ﹤0.01%
233,340
-41,418