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
MTX icon
2426
Minerals Technologies
MTX
$2.37B
$7.36M ﹤0.01%
104,945
+4,444
TEMD
2427
Templeton Emerging Markets Debt ETF
TEMD
$49.9M
$7.34M ﹤0.01%
+300,000
CRVL icon
2428
CorVel
CRVL
$2.92B
$7.34M ﹤0.01%
135,291
+46,140
FMBH icon
2429
First Mid Bancshares
FMBH
$1.18B
$7.32M ﹤0.01%
179,954
-44,122
PRGS icon
2430
Progress Software
PRGS
$1.43B
$7.32M ﹤0.01%
258,766
+161,828
ATEN icon
2431
A10 Networks
ATEN
$2.35B
$7.3M ﹤0.01%
326,646
+109,648
IETC icon
2432
iShares US Tech Independence Focused ETF
IETC
$856M
$7.28M ﹤0.01%
85,782
+2,145
HOG icon
2433
Harley-Davidson
HOG
$2.59B
$7.28M ﹤0.01%
374,402
-145,451
AEG icon
2434
Aegon
AEG
$12.8B
$7.28M ﹤0.01%
1,050,189
+530,160
USPH icon
2435
US Physical Therapy
USPH
$951M
$7.25M ﹤0.01%
96,995
-8,438
SLQD icon
2436
iShares 0-5 Year Investment Grade Corporate Bond ETF
SLQD
$2.34B
$7.23M ﹤0.01%
143,565
+4,499
OLN icon
2437
Olin
OLN
$2.95B
$7.23M ﹤0.01%
250,233
-94,096
AXTI icon
2438
AXT Inc
AXTI
$7.25B
$7.22M ﹤0.01%
136,965
+136,604
DFAI icon
2439
Dimensional International Core Equity Market ETF
DFAI
$16.5B
$7.2M ﹤0.01%
190,176
+110
FLGT icon
2440
Fulgent Genetics
FLGT
$531M
$7.2M ﹤0.01%
460,363
+210,235
MTBA icon
2441
Simplify MBS ETF
MTBA
$1.57B
$7.19M ﹤0.01%
145,765
+5,920
QLTY icon
2442
GMO US Quality ETF
QLTY
$4.5B
$7.18M ﹤0.01%
203,548
+17,687
ALG icon
2443
Alamo Group
ALG
$1.86B
$7.17M ﹤0.01%
43,647
+291
AOSL icon
2444
Alpha and Omega Semiconductor
AOSL
$1.6B
$7.17M ﹤0.01%
344,032
+106,469
OSEA icon
2445
Harbor International Compounders ETF
OSEA
$494M
$7.16M ﹤0.01%
255,063
+62,112
HMC icon
2446
Honda
HMC
$34.4B
$7.12M ﹤0.01%
301,044
+48,473
USLM icon
2447
United States Lime & Minerals
USLM
$3.08B
$7.11M ﹤0.01%
56,791
+32,274
AKRE
2448
Akre Focus ETF
AKRE
$6.06B
$7.1M ﹤0.01%
136,323
+123,501
HCSG icon
2449
Healthcare Services Group
HCSG
$1.39B
$7.08M ﹤0.01%
378,368
-34,330
CDRE icon
2450
Cadre Holdings
CDRE
$1.29B
$7.07M ﹤0.01%
240,544
+55,415