JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.49T
AUM Growth
-$83.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,795
New
Increased
Reduced
Closed

Top Buys

1 +$4.14B
2 +$3.53B
3 +$2.93B
4
APH icon
Amphenol
APH
+$2.35B
5
TTE icon
TotalEnergies
TTE
+$1.73B

Top Sells

1 +$9.76B
2 +$7.54B
3 +$7.17B
4
NVDA icon
NVIDIA
NVDA
+$6.06B
5
MSFT icon
Microsoft
MSFT
+$5.34B

Sector Composition

1 Technology 26.96%
2 Financials 10.46%
3 Consumer Discretionary 9.41%
4 Healthcare 8.5%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VNQ icon
301
Vanguard Real Estate ETF
VNQ
$36.4B
$718M 0.05%
8,113,376
-421,759
VTV icon
302
Vanguard Value ETF
VTV
$170B
$716M 0.05%
3,749,143
+226,579
VIG icon
303
Vanguard Dividend Appreciation ETF
VIG
$105B
$713M 0.04%
3,244,650
+127,711
BBEM icon
304
JPMorgan BetaBuilders Emerging Markets Equity ETF
BBEM
$805M
$713M 0.04%
11,201,230
+418,920
REG icon
305
Regency Centers
REG
$13.9B
$704M 0.04%
10,191,587
-82,282
CP icon
306
Canadian Pacific Kansas City
CP
$75.2B
$699M 0.04%
9,486,920
-6,302,414
EWC icon
307
iShares MSCI Canada ETF
EWC
$4.22B
$695M 0.04%
12,888,409
-319,355
LNG icon
308
Cheniere Energy
LNG
$47.5B
$688M 0.04%
3,539,354
-2,503,068
JMUB icon
309
JPMorgan Municipal ETF
JMUB
$6.87B
$686M 0.04%
13,592,101
+12,818,224
PKG icon
310
Packaging Corp of America
PKG
$22.2B
$684M 0.04%
3,316,670
+231,474
XLP icon
311
State Street Consumer Staples Select Sector SPDR ETF
XLP
$17.2B
$681M 0.04%
8,771,613
-954,221
SPYM
312
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
$679M 0.04%
8,461,033
+213,761
TER icon
313
Teradyne
TER
$49.3B
$678M 0.04%
3,502,893
-1,150,643
BDX icon
314
Becton Dickinson
BDX
$50B
$678M 0.04%
3,493,618
-1,794,165
JMEE icon
315
JPMorgan Small & Mid Cap Enhanced Equity ETF
JMEE
$2.38B
$677M 0.04%
10,515,410
-20,672
RKLB icon
316
Rocket Lab Corp
RKLB
$36B
$676M 0.04%
9,694,980
+4,122,175
CBRE icon
317
CBRE Group
CBRE
$42.4B
$676M 0.04%
4,202,302
+247,894
CEG icon
318
Constellation Energy
CEG
$104B
$675M 0.04%
1,909,998
-1,383,003
TD icon
319
Toronto Dominion Bank
TD
$160B
$660M 0.04%
7,010,236
-647,566
FIX icon
320
Comfort Systems
FIX
$47.2B
$660M 0.04%
706,992
-27,527
BINC icon
321
BlackRock Flexible Income ETF
BINC
$16.6B
$651M 0.04%
12,344,473
+1,048,214
VRT icon
322
Vertiv
VRT
$89.7B
$650M 0.04%
4,010,949
-215,752
IWR icon
323
iShares Russell Mid-Cap ETF
IWR
$48.7B
$649M 0.04%
6,739,350
+115,580
ACGL icon
324
Arch Capital
ACGL
$35.3B
$647M 0.04%
6,741,396
-1,449,531
IEUR icon
325
iShares Core MSCI Europe ETF
IEUR
$7.55B
$646M 0.04%
9,098,317
+102,846