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
SXT icon
2226
Sensient Technologies
SXT
$4.83B
$9.67M ﹤0.01%
110,939
-37,752
OMF icon
2227
OneMain Financial
OMF
$6.3B
$9.67M ﹤0.01%
185,091
-22,033
NVCR icon
2228
NovoCure
NVCR
$1.83B
$9.64M ﹤0.01%
930,166
+527,284
TALO icon
2229
Talos Energy
TALO
$2.5B
$9.63M ﹤0.01%
589,916
+460,127
DFIS icon
2230
Dimensional International Small Cap ETF
DFIS
$5.9B
$9.62M ﹤0.01%
294,678
-6,339
FET icon
2231
Forum Energy Technologies
FET
$596M
$9.62M ﹤0.01%
168,210
-80,533
IGOV icon
2232
iShares International Treasury Bond ETF
IGOV
$1.36B
$9.61M ﹤0.01%
237,032
+49,086
GCT icon
2233
GigaCloud Technology
GCT
$1.26B
$9.6M ﹤0.01%
230,977
-79,931
OR icon
2234
OR Royalties Inc
OR
$6.91B
$9.59M ﹤0.01%
271,935
+129,674
HSTM icon
2235
HealthStream
HSTM
$737M
$9.57M ﹤0.01%
453,738
+841
CAC icon
2236
Camden National
CAC
$852M
$9.56M ﹤0.01%
203,243
-22,120
CLSK icon
2237
CleanSpark
CLSK
$4.51B
$9.56M ﹤0.01%
1,168,337
-340,236
RNST icon
2238
Renasant Corp
RNST
$3.73B
$9.55M ﹤0.01%
270,227
-53,587
FLBR icon
2239
Franklin FTSE Brazil ETF
FLBR
$576M
$9.54M ﹤0.01%
+417,129
CAPR icon
2240
Capricor Therapeutics
CAPR
$1.58B
$9.54M ﹤0.01%
343,613
-25,521
BIDD
2241
iShares International Dividend Active ETF
BIDD
$456M
$9.54M ﹤0.01%
346,581
+60,152
BKLC icon
2242
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.36B
$9.52M ﹤0.01%
78,551
-21,639
OIS icon
2243
Oil States International
OIS
$518M
$9.52M ﹤0.01%
821,868
-265,581
PDBC icon
2244
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.29B
$9.49M ﹤0.01%
542,504
+220,189
EC icon
2245
Ecopetrol
EC
$32.9B
$9.47M ﹤0.01%
632,268
+525,723
VIR icon
2246
Vir Biotechnology
VIR
$1.47B
$9.45M ﹤0.01%
1,117,516
+698,913
WULF icon
2247
TeraWulf
WULF
$13.1B
$9.43M ﹤0.01%
688,201
-38,217
PAHC icon
2248
Phibro Animal Health
PAHC
$1.16B
$9.43M ﹤0.01%
176,675
-94,842
AGI icon
2249
Alamos Gold
AGI
$16.6B
$9.42M ﹤0.01%
225,730
-558,005
HP icon
2250
Helmerich & Payne
HP
$3.93B
$9.42M ﹤0.01%
262,745
+50,394