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
BBUS icon
351
JPMorgan BetaBuilders US Equity ETF
BBUS
$7.09B
$541M 0.03%
4,386,866
+140,680
BAI
352
iShares A.I. Innovation and Tech Active ETF
BAI
$8.65B
$541M 0.03%
16,235,223
+7,659,120
CAH icon
353
Cardinal Health
CAH
$52B
$541M 0.03%
2,630,803
-267,935
PEG icon
354
Public Service Enterprise Group
PEG
$43.1B
$540M 0.03%
6,725,762
-2,211,225
DRI icon
355
Darden Restaurants
DRI
$24.4B
$537M 0.03%
2,918,165
+251,246
COIN icon
356
Coinbase
COIN
$44.3B
$536M 0.03%
2,370,649
+457,014
FBCG icon
357
Fidelity Blue Chip Growth ETF
FBCG
$5.27B
$535M 0.03%
9,760,021
+452,011
FBND icon
358
Fidelity Total Bond ETF
FBND
$24.5B
$533M 0.03%
11,574,323
+2,374,913
SHW icon
359
Sherwin-Williams
SHW
$91.4B
$532M 0.03%
1,641,259
-1,410,762
OTIS icon
360
Otis Worldwide
OTIS
$34.9B
$527M 0.03%
6,033,991
-1,487,120
INFY icon
361
Infosys
INFY
$59.6B
$523M 0.03%
29,337,008
-5,899,424
MPC icon
362
Marathon Petroleum
MPC
$60B
$520M 0.03%
3,197,830
+380,131
HST icon
363
Host Hotels & Resorts
HST
$13.7B
$516M 0.03%
29,128,522
-7,637,631
SCHO icon
364
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
$514M 0.03%
21,107,647
+1,357,429
EXR icon
365
Extra Space Storage
EXR
$31.1B
$514M 0.03%
3,944,084
+77,221
FLUT icon
366
Flutter Entertainment
FLUT
$21.9B
$511M 0.03%
2,375,323
-204,686
WMG icon
367
Warner Music
WMG
$15.4B
$511M 0.03%
16,645,276
+2,200,362
MSI icon
368
Motorola Solutions
MSI
$76.9B
$508M 0.03%
1,325,960
-76,087
IAGG icon
369
iShares Core International Aggregate Bond Fund
IAGG
$11.9B
$508M 0.03%
10,148,488
-9,281,555
MUB icon
370
iShares National Muni Bond ETF
MUB
$42.8B
$503M 0.03%
4,691,873
+115,176
JCPI icon
371
JPMorgan Inflation Managed Bond ETF
JCPI
$794M
$502M 0.03%
10,423,692
-607,981
IWB icon
372
iShares Russell 1000 ETF
IWB
$45.9B
$501M 0.03%
1,342,895
+21,540
ADP icon
373
Automatic Data Processing
ADP
$85.4B
$501M 0.03%
1,945,809
-958,440
TRP icon
374
TC Energy
TRP
$66.1B
$498M 0.03%
9,057,031
-2,180,053
HTHT icon
375
Huazhu Hotels Group
HTHT
$16.2B
$497M 0.03%
10,569,837
+510,543