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
ESGU icon
201
iShares ESG Aware MSCI USA ETF
ESGU
$17.6B
$1.37B 0.09%
10,007,080
-281,574
MELI icon
202
Mercado Libre
MELI
$86B
$1.37B 0.09%
847,071
-436,815
XLY icon
203
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.1B
$1.37B 0.09%
12,955,190
-326,054
CRWD icon
204
CrowdStrike
CRWD
$186B
$1.36B 0.09%
3,588,362
-2,009,621
FITB
205
Fifth Third Bancorp
FITB
$45.3B
$1.35B 0.09%
30,208,077
+1,699,899
INTC icon
206
Intel
INTC
$576B
$1.35B 0.09%
32,733,542
+6,099,736
AGG icon
207
iShares Core US Aggregate Bond ETF
AGG
$136B
$1.34B 0.09%
13,487,961
+1,152,647
EQT icon
208
EQT Corp
EQT
$34.4B
$1.31B 0.09%
20,272,844
+1,540,810
DYNF icon
209
BlackRock US Equity Factor Rotation ETF
DYNF
$36.5B
$1.3B 0.09%
23,095,100
-1,397,675
XLE icon
210
State Street Energy Select Sector SPDR ETF
XLE
$39.1B
$1.29B 0.09%
20,741,750
+4,022,926
CTSH icon
211
Cognizant
CTSH
$26.4B
$1.28B 0.09%
20,936,734
+2,990,734
XLC icon
212
State Street Communication Services Select Sector SPDR ETF
XLC
$25.3B
$1.25B 0.09%
11,614,395
+1,011,618
VUSB icon
213
Vanguard Ultra-Short Bond ETF
VUSB
$8.27B
$1.25B 0.09%
25,175,463
+97,596
FANG icon
214
Diamondback Energy
FANG
$53.9B
$1.24B 0.08%
6,265,298
+1,331,757
NU icon
215
Nu Holdings
NU
$63.8B
$1.23B 0.08%
91,396,721
+10,635,606
HPE icon
216
Hewlett Packard
HPE
$57.1B
$1.23B 0.08%
54,552,885
+3,276,065
YUMC icon
217
Yum China
YUMC
$14.9B
$1.23B 0.08%
25,393,242
-3,188
CMS icon
218
CMS Energy
CMS
$22.4B
$1.22B 0.08%
15,839,684
-860,611
ANET icon
219
Arista Networks
ANET
$201B
$1.22B 0.08%
10,521,299
-1,087,833
CP icon
220
Canadian Pacific Kansas City
CP
$79.3B
$1.22B 0.08%
15,744,456
+6,257,536
JEPQ icon
221
JPMorgan Nasdaq Equity Premium Income ETF
JEPQ
$39B
$1.22B 0.08%
22,637,631
-1,033,750
XLK icon
222
State Street Technology Select Sector SPDR ETF
XLK
$124B
$1.21B 0.08%
9,455,154
+1,226,188
LNG icon
223
Cheniere Energy
LNG
$47.1B
$1.17B 0.08%
3,971,663
+432,309
IR icon
224
Ingersoll Rand
IR
$28B
$1.16B 0.08%
15,132,848
+2,921,210
VMBS icon
225
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.2B
$1.16B 0.08%
24,838,850
+257,948