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
3101
$2.24M ﹤0.01%
93,165
+89,649
3102
$2.23M ﹤0.01%
443,375
+4,069
3103
$2.23M ﹤0.01%
272,785
+71,301
3104
$2.23M ﹤0.01%
+260,263
3105
$2.22M ﹤0.01%
517,074
+19,507
3106
$2.22M ﹤0.01%
56,338
-17,558
3107
$2.21M ﹤0.01%
177,332
-100,531
3108
$2.21M ﹤0.01%
13,716
-986
3109
$2.21M ﹤0.01%
247,826
-283,382
3110
$2.21M ﹤0.01%
111,870
+8,991
3111
$2.19M ﹤0.01%
164,020
-14,571
3112
$2.19M ﹤0.01%
+215,000
3113
$2.19M ﹤0.01%
+438,854
3114
$2.19M ﹤0.01%
28,839
-3,432
3115
$2.18M ﹤0.01%
115,117
+21,083
3116
$2.17M ﹤0.01%
128,688
-25,542
3117
$2.17M ﹤0.01%
13,724
+13,606
3118
$2.16M ﹤0.01%
54,381
+6,793
3119
$2.16M ﹤0.01%
81,382
-14,112
3120
$2.16M ﹤0.01%
218,288
-26,896
3121
$2.16M ﹤0.01%
147,124
+4,744
3122
$2.16M ﹤0.01%
193,549
+26,123
3123
$2.16M ﹤0.01%
91,322
+3,608
3124
$2.15M ﹤0.01%
39,688
-15,895
3125
$2.15M ﹤0.01%
200,000
-48,700