JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2551
$5.26M ﹤0.01%
146,027
-441,977
2552
$5.25M ﹤0.01%
74,878
-27,061
2553
$5.23M ﹤0.01%
923,773
-28,432
2554
$5.22M ﹤0.01%
1,216,063
-4,425,034
2555
$5.22M ﹤0.01%
113,268
-125,102
2556
$5.21M ﹤0.01%
197,988
+5,767
2557
$5.21M ﹤0.01%
489,783
-15,929
2558
$5.2M ﹤0.01%
400,126
-108,902
2559
$5.19M ﹤0.01%
434,306
+418,894
2560
$5.18M ﹤0.01%
+45,000
2561
$5.17M ﹤0.01%
100,000
2562
$5.16M ﹤0.01%
69,371
-19,210
2563
$5.15M ﹤0.01%
273,646
+48,342
2564
$5.15M ﹤0.01%
1,716,920
-223,354
2565
$5.15M ﹤0.01%
273,407
-67,406
2566
$5.14M ﹤0.01%
207,174
-59,064
2567
$5.13M ﹤0.01%
64,173
+7,685
2568
$5.13M ﹤0.01%
47,601
-40,452
2569
$5.12M ﹤0.01%
99,753
+12,055
2570
$5.12M ﹤0.01%
101,815
-84,640
2571
$5.12M ﹤0.01%
+491,300
2572
$5.11M ﹤0.01%
90,615
+15,043
2573
$5.11M ﹤0.01%
40,949
-30
2574
$5.11M ﹤0.01%
63,701
+13,500
2575
$5.11M ﹤0.01%
222,261
-3,382,331