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
IYF icon
1926
iShares US Financials ETF
IYF
$3.5B
$15.6M ﹤0.01%
135,622
-917,719
PBF icon
1927
PBF Energy
PBF
$4.82B
$15.6M ﹤0.01%
309,771
-54,028
DFIN icon
1928
Donnelley Financial Solutions
DFIN
$992M
$15.6M ﹤0.01%
335,167
-31,211
TXG icon
1929
10x Genomics
TXG
$3.76B
$15.6M ﹤0.01%
785,505
-142,921
INDV icon
1930
Indivior Pharmaceuticals
INDV
$4.12B
$15.5M ﹤0.01%
539,863
+328,655
IGRO icon
1931
iShares International Dividend Growth ETF
IGRO
$1.24B
$15.5M ﹤0.01%
190,761
+57,821
RIOT icon
1932
Riot Platforms
RIOT
$10.7B
$15.5M ﹤0.01%
1,310,137
+92,278
CNK icon
1933
Cinemark Holdings
CNK
$3.27B
$15.5M ﹤0.01%
555,776
+362,006
JUSA
1934
JPMorgan U.S. Research Enhanced Large Cap ETF
JUSA
$198M
$15.5M ﹤0.01%
270,116
+70,116
MFG icon
1935
Mizuho Financial
MFG
$110B
$15.4M ﹤0.01%
2,021,060
+621,266
ECO
1936
Okeanis Eco Tankers
ECO
$1.9B
$15.4M ﹤0.01%
310,570
+156,245
GRID icon
1937
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$11.2B
$15.4M ﹤0.01%
97,751
+68,551
BRKR icon
1938
Bruker
BRKR
$8.9B
$15.4M ﹤0.01%
448,049
+174,470
DMXF icon
1939
iShares ESG Advanced MSCI EAFE ETF
DMXF
$1.15B
$15.4M ﹤0.01%
210,684
+147,888
CGUS icon
1940
Capital Group Core Equity ETF
CGUS
$10.9B
$15.4M ﹤0.01%
411,277
+99,779
CGAU
1941
Centerra Gold
CGAU
$3.4B
$15.3M ﹤0.01%
917,553
+161,115
M icon
1942
Macy's
M
$5.75B
$15.3M ﹤0.01%
871,069
+103,999
CRWV
1943
CoreWeave Inc
CRWV
$68.1B
$15.2M ﹤0.01%
220,369
-74,113
SFM icon
1944
Sprouts Farmers Market
SFM
$7.77B
$15.2M ﹤0.01%
196,861
-138,085
ILCB icon
1945
iShares Morningstar US Equity ETF
ILCB
$1.28B
$15.2M ﹤0.01%
174,034
+1,990
PSLV icon
1946
Sprott Physical Silver Trust
PSLV
$15.1B
$15.2M ﹤0.01%
669,175
+519,955
PRDO icon
1947
Perdoceo Education
PRDO
$2.03B
$15.2M ﹤0.01%
407,680
+88,776
IGLB icon
1948
iShares 10+ Year Investment Grade Corporate Bond ETF
IGLB
$2.63B
$15.2M ﹤0.01%
307,527
+13,595
DFUV icon
1949
Dimensional US Marketwide Value ETF
DFUV
$14.9B
$15.1M ﹤0.01%
318,534
+10,962
POWL icon
1950
Powell Industries
POWL
$10.5B
$15.1M ﹤0.01%
90,231
+81