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
XBI icon
426
State Street SPDR S&P Biotech ETF
XBI
$7.72B
$398M 0.03%
3,265,689
-10,273,049
AER icon
427
AerCap
AER
$24.5B
$394M 0.02%
2,738,772
+71,923
B
428
Barrick Mining
B
$80.3B
$393M 0.02%
9,021,997
-739,516
EPP icon
429
iShares MSCI Pacific ex Japan ETF
EPP
$2.04B
$391M 0.02%
7,754,502
-157,607
EAGG icon
430
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.61B
$390M 0.02%
8,156,611
+131,331
BBRE icon
431
JPMorgan BetaBuilders MSCI US REIT ETF
BBRE
$1.11B
$389M 0.02%
4,206,450
+65,602
COPX icon
432
Global X Copper Miners ETF NEW
COPX
$7.74B
$387M 0.02%
5,384,456
+766,399
SPYV icon
433
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$32.9B
$386M 0.02%
6,796,464
-660,134
HSIC icon
434
Henry Schein
HSIC
$9.2B
$386M 0.02%
5,101,448
-1,107,322
MAS icon
435
Masco
MAS
$15.5B
$385M 0.02%
6,063,286
+977,684
MSCI icon
436
MSCI
MSCI
$38.7B
$383M 0.02%
667,516
-401,664
EEM icon
437
iShares MSCI Emerging Markets ETF
EEM
$28B
$382M 0.02%
6,980,851
-935,477
LMT icon
438
Lockheed Martin
LMT
$150B
$380M 0.02%
785,683
-158,867
HUBB icon
439
Hubbell
HUBB
$27.9B
$378M 0.02%
850,345
-37,030
CCJ icon
440
Cameco
CCJ
$49.2B
$376M 0.02%
4,108,546
+19,430
CM icon
441
Canadian Imperial Bank of Commerce
CM
$88.8B
$375M 0.02%
4,143,191
-4,633,901
SLGN icon
442
Silgan Holdings
SLGN
$5.14B
$374M 0.02%
9,274,095
+1,676,760
TIGO icon
443
Millicom
TIGO
$11B
$372M 0.02%
6,713,607
+253,891
WM icon
444
Waste Management
WM
$94.6B
$371M 0.02%
1,688,539
-141,118
IDEV icon
445
iShares Core MSCI International Developed Markets ETF
IDEV
$28.4B
$366M 0.02%
4,432,860
+625,042
ELV icon
446
Elevance Health
ELV
$76.5B
$360M 0.02%
1,027,884
-180,408
JPIE icon
447
JPMorgan Income ETF
JPIE
$7.86B
$358M 0.02%
7,731,323
+301,897
RSP icon
448
Invesco S&P 500 Equal Weight ETF
RSP
$84.2B
$356M 0.02%
1,856,291
-913,376
BWXT icon
449
BWX Technologies
BWXT
$18.3B
$351M 0.02%
2,031,932
+1,691,993
SNX icon
450
TD Synnex
SNX
$13B
$349M 0.02%
2,323,097
-1,540,389