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
VAC icon
2126
Marriott Vacations Worldwide
VAC
$3.14B
$11.3M ﹤0.01%
175,000
+34,837
ACMR icon
2127
ACM Research
ACMR
$6.29B
$11.3M ﹤0.01%
297,573
+98,881
BBWI icon
2128
Bath & Body Works
BBWI
$3.76B
$11.3M ﹤0.01%
603,715
+23,282
OCFC icon
2129
OceanFirst Financial
OCFC
$1.05B
$11.3M ﹤0.01%
638,675
-102,910
LION icon
2130
Lionsgate Studios
LION
$4B
$11.3M ﹤0.01%
1,197,082
+790,373
ACVA icon
2131
ACV Auctions
ACVA
$1.12B
$11.2M ﹤0.01%
2,658,865
-731,976
WK icon
2132
Workiva
WK
$2.9B
$11.2M ﹤0.01%
191,022
+78,118
INSW icon
2133
International Seaways
INSW
$3.86B
$11.2M ﹤0.01%
158,004
+16,076
EFOR
2134
Everforth Inc
EFOR
$930M
$11.2M ﹤0.01%
292,179
+142,768
THFF icon
2135
First Financial Corp
THFF
$823M
$11.2M ﹤0.01%
178,241
-28,171
PPLT icon
2136
abrdn Physical Platinum Shares ETF
PPLT
$2.35B
$11.1M ﹤0.01%
645,660
-201,030
EPS icon
2137
WisdomTree US LargeCap Fund
EPS
$1.57B
$11.1M ﹤0.01%
167,727
+29,607
CPRX icon
2138
Catalyst Pharmaceutical
CPRX
$3.83B
$11.1M ﹤0.01%
466,820
+96,981
SAFE
2139
Safehold
SAFE
$1.08B
$11.1M ﹤0.01%
814,845
+252,246
PKST
2140
DELISTED
Peakstone Realty Trust
PKST
$11.1M ﹤0.01%
531,178
+492,481
EMN icon
2141
Eastman Chemical
EMN
$8.77B
$11.1M ﹤0.01%
152,871
-5,734
PLOW icon
2142
Douglas Dynamics
PLOW
$1.04B
$11.1M ﹤0.01%
267,948
-34,489
LKQ icon
2143
LKQ Corp
LKQ
$6.55B
$11.1M ﹤0.01%
383,467
+39,238
GBIL icon
2144
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.61B
$11.1M ﹤0.01%
110,539
+74,726
JBLU icon
2145
JetBlue
JBLU
$1.87B
$11.1M ﹤0.01%
2,687,719
+2,161,610
EZPW icon
2146
Ezcorp Inc
EZPW
$1.89B
$11.1M ﹤0.01%
441,329
+126,240
DXC icon
2147
DXC Technology
DXC
$1.65B
$11M ﹤0.01%
924,614
+139,521
PII icon
2148
Polaris
PII
$3.9B
$11M ﹤0.01%
205,982
-158,160
FCF icon
2149
First Commonwealth Financial
FCF
$1.93B
$11M ﹤0.01%
634,193
-38,431
SMB icon
2150
VanEck Short Muni ETF
SMB
$304M
$11M ﹤0.01%
634,847
+86,227