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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
2626
$5.39M ﹤0.01%
699,905
+57,508
2627
$5.38M ﹤0.01%
100,037
+37
2628
$5.37M ﹤0.01%
1,376,253
-338,440
2629
$5.36M ﹤0.01%
+103,696
2630
$5.32M ﹤0.01%
150,538
+16,652
2631
$5.32M ﹤0.01%
175,217
-19,332
2632
$5.31M ﹤0.01%
304,019
-111,825
2633
$5.31M ﹤0.01%
289,963
+132,166
2634
$5.31M ﹤0.01%
428,432
+31,025
2635
$5.3M ﹤0.01%
490,956
-248,608
2636
$5.3M ﹤0.01%
148,426
+12,559
2637
$5.3M ﹤0.01%
+509,829
2638
$5.29M ﹤0.01%
139,462
+572
2639
$5.29M ﹤0.01%
141,068
+29,138
2640
$5.29M ﹤0.01%
416,856
-98,640
2641
$5.29M ﹤0.01%
666,654
+190,738
2642
$5.29M ﹤0.01%
172,612
-18,604
2643
$5.28M ﹤0.01%
71,237
+1,534
2644
$5.27M ﹤0.01%
98,806
+23,928
2645
$5.26M ﹤0.01%
46,304
-1,297
2646
$5.25M ﹤0.01%
172,598
+113,314
2647
$5.25M ﹤0.01%
43,923
+7,228
2648
$5.24M ﹤0.01%
59,420
+12,409
2649
$5.24M ﹤0.01%
257,610
+27,381
2650
$5.23M ﹤0.01%
1,392,028
+669,810