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
2851
$3.38M ﹤0.01%
17,390
-11,109
2852
$3.37M ﹤0.01%
292,850
+73,893
2853
$3.36M ﹤0.01%
76,817
-4,822
2854
$3.35M ﹤0.01%
+310,149
2855
$3.34M ﹤0.01%
64,720
+47,309
2856
$3.33M ﹤0.01%
254,807
-2,513
2857
$3.32M ﹤0.01%
189,025
+6,295
2858
$3.31M ﹤0.01%
135,035
-54,080
2859
$3.31M ﹤0.01%
68,302
-28,398
2860
$3.31M ﹤0.01%
923,963
+84,572
2861
$3.3M ﹤0.01%
327,956
-479,647
2862
$3.3M ﹤0.01%
285,477
+190,486
2863
$3.3M ﹤0.01%
266,134
+58,143
2864
$3.29M ﹤0.01%
888,016
+1,311
2865
$3.29M ﹤0.01%
112,647
-1,330
2866
$3.29M ﹤0.01%
157,797
-7,779
2867
$3.28M ﹤0.01%
209,503
+107,136
2868
$3.28M ﹤0.01%
386,641
+220,502
2869
$3.28M ﹤0.01%
1,377,347
+91,091
2870
$3.28M ﹤0.01%
517,574
-1,819,497
2871
$3.27M ﹤0.01%
34,441
+20,815
2872
$3.27M ﹤0.01%
31,030
+2,007
2873
$3.26M ﹤0.01%
266,572
-84,033
2874
$3.26M ﹤0.01%
236,943
+84,991
2875
$3.26M ﹤0.01%
75,582
-4,030