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
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.47B
2 +$3.17B
3 +$2.05B
4
AMZN icon
Amazon
AMZN
+$1.96B
5
META icon
Meta Platforms (Facebook)
META
+$1.6B

Top Sells

1 +$1.72B
2 +$1.31B
3 +$1.26B
4
ADP icon
Automatic Data Processing
ADP
+$1.17B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.08B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.98%
4 Consumer Discretionary 9.25%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2626
$3.05M ﹤0.01%
177,775
-109,859
2627
$3.05M ﹤0.01%
127,235
+4,061
2628
$3.05M ﹤0.01%
157,090
+87,175
2629
$3.05M ﹤0.01%
73,533
+12,652
2630
$3.05M ﹤0.01%
84,607
-5,060
2631
$3.04M ﹤0.01%
671,857
+627,067
2632
$3.04M ﹤0.01%
83,333
+11,940
2633
$3.03M ﹤0.01%
37,716
+5,372
2634
$3.03M ﹤0.01%
64,614
+8,523
2635
$3.03M ﹤0.01%
199,733
+31,422
2636
$3.03M ﹤0.01%
206,080
+116,435
2637
$3.03M ﹤0.01%
179,158
+38,936
2638
$3.03M ﹤0.01%
39,830
+11,416
2639
$3.03M ﹤0.01%
117,315
+5,331
2640
$3.03M ﹤0.01%
166,177
+95,878
2641
$3.03M ﹤0.01%
1,043,651
-532,138
2642
$3.02M ﹤0.01%
59,972
-53,322
2643
$3.02M ﹤0.01%
99,208
-30,252
2644
$3.01M ﹤0.01%
39,701
+11,805
2645
$3.01M ﹤0.01%
418,416
+59,854
2646
$3.01M ﹤0.01%
126,699
+91,564
2647
$3M ﹤0.01%
31,016
+8,086
2648
$3M ﹤0.01%
103,071
+398
2649
$2.99M ﹤0.01%
55,707
+1,840
2650
$2.99M ﹤0.01%
55,321
-159