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
VCEL icon
2201
Vericel Corp
VCEL
$1.76B
$9.97M ﹤0.01%
326,430
-9,578
KYMR icon
2202
Kymera Therapeutics
KYMR
$5.99B
$9.97M ﹤0.01%
125,419
-5,934
ZD icon
2203
Ziff Davis
ZD
$1.66B
$9.97M ﹤0.01%
237,743
+96,784
ARCB icon
2204
ArcBest
ARCB
$3.17B
$9.94M ﹤0.01%
106,356
+2,861
WT icon
2205
WisdomTree
WT
$2.93B
$9.93M ﹤0.01%
713,158
+12,021
IBRX icon
2206
ImmunityBio
IBRX
$7.5B
$9.92M ﹤0.01%
1,489,509
+269,630
PHYS icon
2207
Sprott Physical Gold
PHYS
$16.2B
$9.89M ﹤0.01%
289,787
-58,984
MRTN icon
2208
Marten Transport
MRTN
$1.43B
$9.89M ﹤0.01%
769,161
+231,252
PCL
2209
PGIM Corporate Bond 10+ Year ETF
PCL
$74.8M
$9.85M ﹤0.01%
200,000
RSPH icon
2210
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
$626M
$9.84M ﹤0.01%
331,979
+7,204
JOYY
2211
JOYY Inc
JOYY
$3.46B
$9.83M ﹤0.01%
174,003
+145,380
PMT
2212
PennyMac Mortgage Investment
PMT
$912M
$9.82M ﹤0.01%
864,821
-8,649
ACIW icon
2213
ACI Worldwide
ACIW
$4.43B
$9.8M ﹤0.01%
243,209
+52,210
AIR icon
2214
AAR Corp
AIR
$4.39B
$9.8M ﹤0.01%
94,973
+43,251
ONEQ icon
2215
Fidelity Nasdaq Composite Index ETF
ONEQ
$11B
$9.79M ﹤0.01%
119,601
+25,274
USRT icon
2216
iShares Core US REIT ETF
USRT
$3.76B
$9.78M ﹤0.01%
167,642
+30,170
INGM
2217
Ingram Micro Holding
INGM
$7.27B
$9.77M ﹤0.01%
437,399
-60,137
SFD
2218
Smithfield Foods
SFD
$10.2B
$9.77M ﹤0.01%
360,687
+117,539
XPRO icon
2219
Expro
XPRO
$1.75B
$9.75M ﹤0.01%
566,919
+529,742
TDW icon
2220
Tidewater
TDW
$3.76B
$9.75M ﹤0.01%
119,024
+17,017
URSP
2221
ProShares Ultra S&P 500 Equal Weight
URSP
$30.6M
$9.74M ﹤0.01%
250,000
RUN icon
2222
Sunrun
RUN
$3.64B
$9.73M ﹤0.01%
801,795
-39,622
GBF icon
2223
iShares Government/Credit Bond ETF
GBF
$119M
$9.71M ﹤0.01%
93,441
+10,693
IESC icon
2224
IES Holdings
IESC
$13.7B
$9.69M ﹤0.01%
21,936
+1,733
BILS icon
2225
State Street SPDR Bloomberg 3-12 Month T-Bill ETF
BILS
$3.9B
$9.67M ﹤0.01%
97,313
+32,044