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
MUX icon
2451
McEwen Inc
MUX
$1.33B
$7M ﹤0.01%
371,212
-73,463
IMCG icon
2452
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.85B
$6.98M ﹤0.01%
91,869
+18,682
CWI icon
2453
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.79B
$6.98M ﹤0.01%
196,780
-3,967
PAC icon
2454
Grupo Aeroportuario del Pacifico
PAC
$14.3B
$6.97M ﹤0.01%
28,895
-27,762
CWT icon
2455
California Water Service
CWT
$2.71B
$6.96M ﹤0.01%
151,087
-74,799
NOVTU
2456
Novanta Inc Units
NOVTU
$777M
$6.95M ﹤0.01%
129,639
-181,313
BXMT icon
2457
Blackstone Mortgage Trust
BXMT
$3.09B
$6.95M ﹤0.01%
360,703
-31,919
TREX icon
2458
Trex
TREX
$4.32B
$6.94M ﹤0.01%
195,935
-58,714
ESGV icon
2459
Vanguard ESG US Stock ETF
ESGV
$13.3B
$6.93M ﹤0.01%
63,865
-9,867
PRCT icon
2460
Procept Biorobotics
PRCT
$1.52B
$6.93M ﹤0.01%
271,231
+224,087
QXO
2461
QXO Inc
QXO
$11.8B
$6.92M ﹤0.01%
380,182
+37,734
CWEN.A
2462
DELISTED
Clearway Energy Class A
CWEN.A
$6.9M ﹤0.01%
177,531
+16,600
SPBO icon
2463
State Street SPDR Portfolio Corporate Bond ETF
SPBO
$1.96B
$6.9M ﹤0.01%
239,054
+112,664
VVV icon
2464
Valvoline
VVV
$4.33B
$6.9M ﹤0.01%
208,208
-26,223
MPT
2465
Medical Properties Trust
MPT
$2.97B
$6.89M ﹤0.01%
1,511,657
-294,244
WTAI icon
2466
WisdomTree Artificial Intelligence and Innovation Fund
WTAI
$663M
$6.89M ﹤0.01%
257,702
+254,203
EUHY
2467
iShares Euro High Yield Corporate Bond USD Hedged ETF
EUHY
$203M
$6.89M ﹤0.01%
+132,478
EGO icon
2468
Eldorado Gold
EGO
$8.68B
$6.88M ﹤0.01%
212,331
+141,655
DORM icon
2469
Dorman Products
DORM
$3.76B
$6.87M ﹤0.01%
67,002
-10,158
ARI
2470
Apollo Commercial Real Estate
ARI
$1.46B
$6.87M ﹤0.01%
651,535
-12,954
CENTA icon
2471
Central Garden & Pet Co Class A
CENTA
$2.12B
$6.86M ﹤0.01%
209,937
-67,794
LQDA icon
2472
Liquidia Corp
LQDA
$4.9B
$6.86M ﹤0.01%
195,116
+73,455
FDMO icon
2473
Fidelity Momentum Factor ETF
FDMO
$921M
$6.86M ﹤0.01%
89,011
+61,898
FNDE icon
2474
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.87B
$6.86M ﹤0.01%
184,041
-104,238
BTG icon
2475
B2Gold
BTG
$6.29B
$6.85M ﹤0.01%
1,624,041
+1,542,794