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
ILMN icon
851
Illumina
ILMN
$17.8B
$102M 0.01%
775,139
-57,551
AVEM icon
852
Avantis Emerging Markets Equity ETF
AVEM
$19.3B
$101M 0.01%
1,307,298
-97,006
TRI icon
853
Thomson Reuters
TRI
$38.7B
$100M 0.01%
761,992
-502,243
QSR icon
854
Restaurant Brands International
QSR
$22.8B
$100M 0.01%
1,470,773
-51,750
PIPR icon
855
Piper Sandler
PIPR
$5.45B
$100M 0.01%
294,624
+17,694
IVOL icon
856
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
$490M
$99.9M 0.01%
+5,216,227
BBHY icon
857
JPMorgan BetaBuilders USD High Yield Corporate Bond ETF
BBHY
$711M
$99.9M 0.01%
2,149,242
-140,908
AXTA icon
858
Axalta
AXTA
$7.28B
$99.9M 0.01%
3,090,642
-5,541,033
PHM icon
859
Pultegroup
PHM
$27.4B
$99.7M 0.01%
850,452
-2,519,843
RS icon
860
Reliance Steel & Aluminium
RS
$18B
$99.5M 0.01%
344,522
+1,726
WTW icon
861
Willis Towers Watson
WTW
$27.4B
$99.2M 0.01%
302,024
+9,693
MKTX icon
862
MarketAxess Holdings
MKTX
$6.67B
$98.8M 0.01%
545,364
+97,439
ES icon
863
Eversource Energy
ES
$27.5B
$98.2M 0.01%
1,459,216
-337,173
RBRK icon
864
Rubrik
RBRK
$10.9B
$97.3M 0.01%
1,272,392
+185,480
CNM icon
865
Core & Main
CNM
$11B
$97M 0.01%
1,865,756
-184,830
WCC icon
866
WESCO International
WCC
$14.9B
$96.7M 0.01%
395,127
-207,686
LNT icon
867
Alliant Energy
LNT
$18.3B
$96.6M 0.01%
1,486,355
+167,970
IYG icon
868
iShares US Financial Services ETF
IYG
$2B
$95.2M 0.01%
1,031,721
+723,555
FLCA icon
869
Franklin FTSE Canada ETF
FLCA
$630M
$95.2M 0.01%
1,970,219
+44,927
HR icon
870
Healthcare Realty
HR
$6.32B
$95M 0.01%
5,605,073
+372,561
ACLX icon
871
Arcellx
ACLX
$3.96B
$94.8M 0.01%
1,454,477
+571,974
CFG icon
872
Citizens Financial Group
CFG
$27.9B
$94.4M 0.01%
1,615,359
-191,287
PFG icon
873
Principal Financial Group
PFG
$19.7B
$94.2M 0.01%
1,067,815
+90,190
TTMI icon
874
TTM Technologies
TTMI
$9.49B
$94M 0.01%
1,361,872
+949,171
CBOE icon
875
Cboe Global Markets
CBOE
$28.8B
$93.8M 0.01%
373,810
+16,477