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
STOK icon
2326
Stoke Therapeutics
STOK
$1.79B
$8.43M ﹤0.01%
265,473
-12,457
SHYM
2327
iShares Short Duration High Yield Muni Active ETF
SHYM
$746M
$8.42M ﹤0.01%
382,820
+25,420
PLAB icon
2328
Photronics
PLAB
$1.95B
$8.42M ﹤0.01%
227,606
+5,955
MLN icon
2329
VanEck Long Muni ETF
MLN
$709M
$8.41M ﹤0.01%
483,792
+113,085
PALL icon
2330
abrdn Physical Palladium Shares ETF
PALL
$750M
$8.37M ﹤0.01%
326,855
+16,670
BANF icon
2331
BancFirst
BANF
$3.69B
$8.33M ﹤0.01%
77,182
-37,535
APOG icon
2332
Apogee Enterprises
APOG
$824M
$8.32M ﹤0.01%
256,624
-125,697
VCTR icon
2333
Victory Capital Holdings
VCTR
$5.32B
$8.32M ﹤0.01%
128,097
+17,576
IOVA icon
2334
Iovance Biotherapeutics
IOVA
$1.83B
$8.3M ﹤0.01%
2,500,624
-500,878
TAK icon
2335
Takeda Pharmaceutical
TAK
$48B
$8.29M ﹤0.01%
453,981
+211,802
WOR icon
2336
Worthington Enterprises
WOR
$2.84B
$8.28M ﹤0.01%
162,475
+42,164
SOXL icon
2337
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$30.7B
$8.26M ﹤0.01%
203,229
+2,579
LNC icon
2338
Lincoln National
LNC
$6.67B
$8.25M ﹤0.01%
242,165
+24,908
TENB icon
2339
Tenable Holdings
TENB
$3.41B
$8.24M ﹤0.01%
483,187
+82,041
SGU icon
2340
Star Group
SGU
$421M
$8.24M ﹤0.01%
659,865
+1,909
PSMT icon
2341
Pricesmart
PSMT
$5.24B
$8.22M ﹤0.01%
55,462
+5,759
EQX icon
2342
Equinox Gold
EQX
$9.56B
$8.22M ﹤0.01%
634,965
+381,722
IYH icon
2343
iShares US Healthcare ETF
IYH
$3B
$8.22M ﹤0.01%
136,130
+9,266
DVYE icon
2344
iShares Emerging Markets Dividend ETF
DVYE
$1.31B
$8.21M ﹤0.01%
243,993
-33,131
CBSE icon
2345
Clough Select Equity ETF
CBSE
$54.7M
$8.2M ﹤0.01%
211,361
+12,808
KSA icon
2346
iShares MSCI Saudi Arabia ETF
KSA
$687M
$8.2M ﹤0.01%
211,408
-2,470
CMDY icon
2347
iShares Bloomberg Roll Select Commodity Strategy ETF
CMDY
$569M
$8.18M ﹤0.01%
137,128
UITB icon
2348
Victory Portfolios II VictoryShares Core Intermediate Bond ETF
UITB
$2.64B
$8.17M ﹤0.01%
174,187
+7,748
NGVT icon
2349
Ingevity
NGVT
$2.34B
$8.15M ﹤0.01%
117,159
+39,461
GT icon
2350
Goodyear
GT
$1.7B
$8.14M ﹤0.01%
1,294,639
+514,844