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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
2576
$5.82M ﹤0.01%
253,786
+10,660
2577
$5.82M ﹤0.01%
160,057
+3,007
2578
$5.81M ﹤0.01%
190,165
-18,667
2579
$5.81M ﹤0.01%
343,045
+175,684
2580
$5.8M ﹤0.01%
76,138
-4,490
2581
$5.8M ﹤0.01%
100,000
2582
$5.79M ﹤0.01%
339,576
+327,437
2583
$5.78M ﹤0.01%
43,964
+16,223
2584
$5.78M ﹤0.01%
411,853
-22,453
2585
$5.77M ﹤0.01%
172,451
-62,780
2586
$5.77M ﹤0.01%
159,445
+32,169
2587
$5.77M ﹤0.01%
1,525,733
+1,216,451
2588
$5.76M ﹤0.01%
225,614
-5,984
2589
$5.74M ﹤0.01%
219,853
+7,233
2590
$5.74M ﹤0.01%
166,683
-34,874
2591
$5.74M ﹤0.01%
102,973
-18,117
2592
$5.74M ﹤0.01%
120,746
+27,945
2593
$5.72M ﹤0.01%
1,992,870
-46,225
2594
$5.7M ﹤0.01%
179,098
-73,491
2595
$5.69M ﹤0.01%
767,326
+451,408
2596
$5.69M ﹤0.01%
438,502
+38,376
2597
$5.68M ﹤0.01%
161,186
-39,217
2598
$5.65M ﹤0.01%
191,688
+138,452
2599
$5.64M ﹤0.01%
229,705
+214,239
2600
$5.6M ﹤0.01%
38,688
-2,410