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
EQIX icon
176
Equinix
EQIX
$94.1B
$1.68B 0.11%
2,193,256
-682,099
SOFI icon
177
SoFi Technologies
SOFI
$24.9B
$1.68B 0.11%
64,131,503
+17,341,327
BBMC icon
178
JPMorgan BetaBuilders US Mid Cap Equity ETF
BBMC
$1.97B
$1.67B 0.1%
15,660,497
-1,848,334
CB icon
179
Chubb
CB
$127B
$1.66B 0.1%
5,330,052
+83,252
BK icon
180
Bank of New York Mellon
BK
$80.5B
$1.65B 0.1%
14,196,992
+895,541
VTI icon
181
Vanguard Total Stock Market ETF
VTI
$581B
$1.63B 0.1%
4,863,654
-168,878
IEFA icon
182
iShares Core MSCI EAFE ETF
IEFA
$179B
$1.63B 0.1%
18,177,164
+667,156
AMP icon
183
Ameriprise Financial
AMP
$43.4B
$1.6B 0.1%
3,261,177
-1,543,309
JPM icon
184
JPMorgan Chase
JPM
$815B
$1.59B 0.1%
4,926,369
+74,809
XLY icon
185
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$22.9B
$1.59B 0.1%
13,281,244
-1,431,512
D icon
186
Dominion Energy
D
$56.8B
$1.58B 0.1%
27,006,893
-655,422
RBLX icon
187
Roblox
RBLX
$45B
$1.58B 0.1%
19,522,195
-399,815
WELL icon
188
Welltower
WELL
$147B
$1.57B 0.1%
8,440,994
+626,311
CDNS icon
189
Cadence Design Systems
CDNS
$81B
$1.56B 0.1%
4,975,671
+23,950
CI icon
190
Cigna
CI
$77.2B
$1.55B 0.1%
5,639,215
-1,030,980
APD icon
191
Air Products & Chemicals
APD
$63.4B
$1.54B 0.1%
6,237,108
-300,723
EXPE icon
192
Expedia Group
EXPE
$25.8B
$1.54B 0.1%
5,420,560
+625,962
ESGU icon
193
iShares ESG Aware MSCI USA ETF
ESGU
$15.7B
$1.53B 0.1%
10,288,654
+411,010
HON icon
194
Honeywell
HON
$153B
$1.53B 0.1%
7,855,069
-2,457,297
XLI icon
195
State Street Industrial Select Sector SPDR ETF
XLI
$30.1B
$1.53B 0.1%
9,835,038
-622,963
ANET icon
196
Arista Networks
ANET
$180B
$1.52B 0.1%
11,609,132
-7,454,839
VTIP icon
197
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$16.1B
$1.49B 0.09%
30,130,365
+1,435,208
CAT icon
198
Caterpillar
CAT
$365B
$1.49B 0.09%
2,600,270
-924,540
CTSH icon
199
Cognizant
CTSH
$32.3B
$1.49B 0.09%
17,946,000
-1,941,095
DYNF icon
200
BlackRock US Equity Factor Rotation ETF
DYNF
$31.9B
$1.49B 0.09%
24,492,775
+1,594,565
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8
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