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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
3076
$2.69M ﹤0.01%
448,644
+215,112
3077
$2.68M ﹤0.01%
43,921
+29,583
3078
$2.68M ﹤0.01%
68,124
+58,746
3079
$2.68M ﹤0.01%
394,476
+247,618
3080
$2.67M ﹤0.01%
98,391
-72,108
3081
$2.67M ﹤0.01%
47,531
-32,899
3082
$2.67M ﹤0.01%
44,521
-8,450
3083
$2.66M ﹤0.01%
1,223,831
-19,040
3084
$2.65M ﹤0.01%
294,931
+127,723
3085
$2.65M ﹤0.01%
57,109
-43,323
3086
$2.65M ﹤0.01%
473,579
+37,607
3087
$2.64M ﹤0.01%
213,884
-1,768,694
3088
$2.63M ﹤0.01%
21,609
+14
3089
$2.62M ﹤0.01%
62,766
+6,428
3090
$2.62M ﹤0.01%
99,528
+22,761
3091
$2.61M ﹤0.01%
40,684
+26,832
3092
$2.61M ﹤0.01%
+119,091
3093
$2.6M ﹤0.01%
1,057,968
-13,768
3094
$2.6M ﹤0.01%
65,058
-4,219
3095
$2.6M ﹤0.01%
121,813
+405
3096
$2.58M ﹤0.01%
175,709
+31,950
3097
$2.57M ﹤0.01%
52,045
+38,334
3098
$2.57M ﹤0.01%
449,518
+6,143
3099
$2.56M ﹤0.01%
22,754
-3,513
3100
$2.56M ﹤0.01%
218,303
-591,743