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
2876
$3.25M ﹤0.01%
80,352
-73,795
2877
$3.25M ﹤0.01%
487,386
+303,287
2878
$3.24M ﹤0.01%
128,813
+80,303
2879
$3.23M ﹤0.01%
+325,200
2880
$3.23M ﹤0.01%
58,942
-9,138
2881
$3.23M ﹤0.01%
52,814
+7,635
2882
$3.23M ﹤0.01%
530,475
-23,943
2883
$3.22M ﹤0.01%
333,147
-33,351
2884
$3.22M ﹤0.01%
23,170
-1,501
2885
$3.21M ﹤0.01%
217,861
+80,945
2886
$3.21M ﹤0.01%
159,289
-94,664
2887
$3.2M ﹤0.01%
1,023,401
+637,392
2888
$3.2M ﹤0.01%
511,266
-72,724
2889
$3.18M ﹤0.01%
84,892
-15,404
2890
$3.17M ﹤0.01%
408,321
-14,234
2891
$3.16M ﹤0.01%
396,926
+396,544
2892
$3.15M ﹤0.01%
+87,075
2893
$3.15M ﹤0.01%
325,805
-62,638
2894
$3.15M ﹤0.01%
618,684
+33,715
2895
$3.15M ﹤0.01%
504,410
-223,391
2896
$3.15M ﹤0.01%
260,260
+248,105
2897
$3.15M ﹤0.01%
161,596
+108,490
2898
$3.14M ﹤0.01%
313,436
+313,062
2899
$3.12M ﹤0.01%
232,401
+26,047
2900
$3.12M ﹤0.01%
729,506
+551,616