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
BWX icon
2401
State Street SPDR Bloomberg International Treasury Bond ETF
BWX
$1.47B
$7.63M ﹤0.01%
351,145
+326,656
UVE icon
2402
Universal Insurance Holdings
UVE
$1.01B
$7.61M ﹤0.01%
222,844
+31,113
TFX icon
2403
Teleflex
TFX
$5.54B
$7.61M ﹤0.01%
66,199
-56,034
WDFC icon
2404
WD-40
WDFC
$2.68B
$7.6M ﹤0.01%
37,338
+11,283
PBI icon
2405
Pitney Bowes
PBI
$2.26B
$7.59M ﹤0.01%
698,716
+90,558
DEC
2406
Diversified Energy Company
DEC
$1.03B
$7.58M ﹤0.01%
414,023
+310,034
FULT icon
2407
Fulton Financial
FULT
$4.15B
$7.58M ﹤0.01%
385,319
-594,217
CCCC icon
2408
C4 Therapeutics
CCCC
$480M
$7.57M ﹤0.01%
3,223,054
+3,217,109
QYLD icon
2409
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.43B
$7.57M ﹤0.01%
453,283
+359,849
IHI icon
2410
iShares US Medical Devices ETF
IHI
$2.95B
$7.56M ﹤0.01%
143,710
+25,866
KOS icon
2411
Kosmos Energy
KOS
$1.76B
$7.55M ﹤0.01%
2,551,897
+538,781
FISI icon
2412
Financial Institutions
FISI
$718M
$7.54M ﹤0.01%
242,921
-45,156
KMX icon
2413
CarMax
KMX
$6.23B
$7.53M ﹤0.01%
188,200
+65,907
SRRK icon
2414
Scholar Rock
SRRK
$5.35B
$7.51M ﹤0.01%
174,419
+3,646
REYN icon
2415
Reynolds Consumer Products
REYN
$4.55B
$7.5M ﹤0.01%
357,023
+22,331
CXW icon
2416
CoreCivic
CXW
$2.11B
$7.49M ﹤0.01%
392,947
+86,852
DRS icon
2417
Leonardo DRS
DRS
$12.6B
$7.48M ﹤0.01%
172,852
-778,504
AFIX
2418
Allspring Broad Market Core Bond ETF
AFIX
$213M
$7.46M ﹤0.01%
+300,436
QQEW icon
2419
First Trust Nasdaq-100 Select Equal Weight ETF
QQEW
$1.87B
$7.45M ﹤0.01%
60,538
+904
MBWM icon
2420
Mercantile Bank Corp
MBWM
$913M
$7.45M ﹤0.01%
148,858
-46,180
MAGN
2421
Magnera Corp
MAGN
$412M
$7.43M ﹤0.01%
828,799
+577,762
NPK icon
2422
National Presto Industries
NPK
$920M
$7.42M ﹤0.01%
55,986
+33,430
AMX icon
2423
America Movil
AMX
$77.3B
$7.4M ﹤0.01%
300,644
-12,226
FV icon
2424
First Trust Dorsey Wright Focus 5 ETF
FV
$3.83B
$7.39M ﹤0.01%
126,028
+60,569
GOOS
2425
Canada Goose Holdings
GOOS
$961M
$7.37M ﹤0.01%
708,269
+708,121