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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
2676
$5.04M ﹤0.01%
1,571,228
-145,692
2677
$5.04M ﹤0.01%
150,895
-163,679
2678
$5.04M ﹤0.01%
203,658
+37,107
2679
$5.04M ﹤0.01%
+1,880,182
2680
$5.04M ﹤0.01%
233,727
+41,705
2681
$5.03M ﹤0.01%
49,937
+5,630
2682
$5.03M ﹤0.01%
217,975
-1,617
2683
$5.03M ﹤0.01%
533,201
+260,416
2684
$5.01M ﹤0.01%
113,254
-50,416
2685
$5.01M ﹤0.01%
185,198
+155,063
2686
$5M ﹤0.01%
207,588
-183,798
2687
$5M ﹤0.01%
183,007
+46,321
2688
$5M ﹤0.01%
561,561
+124,715
2689
$4.98M ﹤0.01%
103,318
+99,291
2690
$4.98M ﹤0.01%
88,463
+35,443
2691
$4.97M ﹤0.01%
194,651
+193,301
2692
$4.95M ﹤0.01%
251,036
+19,805
2693
$4.94M ﹤0.01%
49,970
+21,131
2694
$4.94M ﹤0.01%
200,000
2695
$4.92M ﹤0.01%
67,364
-2,007
2696
$4.91M ﹤0.01%
309,312
-27,053
2697
$4.91M ﹤0.01%
98,266
+29,964
2698
$4.9M ﹤0.01%
375,442
+374,652
2699
$4.9M ﹤0.01%
196,421
-3,579
2700
$4.89M ﹤0.01%
329,525
+29,635