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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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2526
$6.34M ﹤0.01%
2,457,876
+2,373,771
2527
$6.32M ﹤0.01%
818,434
+351,233
2528
$6.31M ﹤0.01%
267,062
+192,674
2529
$6.31M ﹤0.01%
483,170
-185,226
2530
$6.3M ﹤0.01%
860,141
-708,874
2531
$6.29M ﹤0.01%
74,202
-88,446
2532
$6.29M ﹤0.01%
+183,077
2533
$6.28M ﹤0.01%
50,677
-1,164
2534
$6.27M ﹤0.01%
259,165
+104,516
2535
$6.27M ﹤0.01%
405,052
-4,084
2536
$6.26M ﹤0.01%
220,525
-183,736
2537
$6.25M ﹤0.01%
782,266
+40,444
2538
$6.21M ﹤0.01%
8,422
+2,809
2539
$6.16M ﹤0.01%
878,146
-31,878
2540
$6.15M ﹤0.01%
79,701
+15,528
2541
$6.14M ﹤0.01%
434,822
+123,113
2542
$6.12M ﹤0.01%
226,452
+44,494
2543
$6.11M ﹤0.01%
69,568
-3,188
2544
$6.1M ﹤0.01%
242,172
+230,424
2545
$6.09M ﹤0.01%
73,660
+9,959
2546
$6.08M ﹤0.01%
697,479
+109,261
2547
$6.05M ﹤0.01%
228,205
+6,901
2548
$6.05M ﹤0.01%
22,417
-572
2549
$6.05M ﹤0.01%
49,888
-13,522
2550
$6.04M ﹤0.01%
122,479
+22,802