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
JBHT icon
501
JB Hunt Transport Services
JBHT
$26.1B
$314M 0.02%
1,533,018
-64,447
DIA icon
502
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.2B
$313M 0.02%
692,791
+101,130
IBIT icon
503
iShares Bitcoin Trust
IBIT
$59.2B
$313M 0.02%
8,302,691
+5,275,077
CL icon
504
Colgate-Palmolive
CL
$72.1B
$312M 0.02%
3,635,600
+1,253,396
SNPE icon
505
Xtrackers S&P 500 ESG ETF
SNPE
$2.74B
$312M 0.02%
5,383,973
+757,643
JBND icon
506
JPMorgan Active Bond ETF
JBND
$7.94B
$312M 0.02%
5,805,893
+2,694,948
LMND icon
507
Lemonade
LMND
$4.46B
$309M 0.02%
5,262,816
+779,385
JPIE icon
508
JPMorgan Income ETF
JPIE
$9B
$308M 0.02%
6,698,452
-1,032,871
SCHZ icon
509
Schwab US Aggregate Bond ETF
SCHZ
$10.3B
$308M 0.02%
13,282,650
+694,430
GM icon
510
General Motors
GM
$75.1B
$307M 0.02%
4,216,218
+1,087,607
VB icon
511
Vanguard Small-Cap ETF
VB
$78.7B
$305M 0.02%
1,203,000
+58,963
ELV icon
512
Elevance Health
ELV
$85.4B
$305M 0.02%
1,069,955
+42,071
HGER icon
513
Harbor Commodity All-Weather Strategy ETF
HGER
$3.3B
$304M 0.02%
9,820,944
+9,820,823
TLT icon
514
iShares 20+ Year Treasury Bond ETF
TLT
$43.7B
$303M 0.02%
3,488,131
-5,509,450
STLD icon
515
Steel Dynamics
STLD
$37.5B
$302M 0.02%
1,756,236
+447,534
MIDD icon
516
Middleby
MIDD
$7.01B
$301M 0.02%
2,367,315
+214,144
SGI
517
Somnigroup International
SGI
$14.9B
$301M 0.02%
4,339,412
+910,204
LYB icon
518
LyondellBasell Industries
LYB
$21.5B
$301M 0.02%
3,652,118
+2,491,014
VICR icon
519
Vicor
VICR
$15.3B
$300M 0.02%
2,106,726
-1,910,155
LW icon
520
Lamb Weston
LW
$5.96B
$299M 0.02%
7,295,964
+113,408
NUVL icon
521
Nuvalent
NUVL
$8.72B
$299M 0.02%
3,088,349
+883,098
CNI icon
522
Canadian National Railway
CNI
$71.9B
$298M 0.02%
2,937,155
+591,988
ED icon
523
Consolidated Edison
ED
$38.9B
$297M 0.02%
2,622,477
+931,205
ELS icon
524
Equity Lifestyle Properties
ELS
$12B
$297M 0.02%
4,746,014
+1,083,286
CTAS icon
525
Cintas
CTAS
$68.5B
$292M 0.02%
1,732,061
+473,933