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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
3101
$2.56M ﹤0.01%
58,569
-74,211
3102
$2.55M ﹤0.01%
62,690
+35,484
3103
$2.54M ﹤0.01%
175,021
-16,592
3104
$2.54M ﹤0.01%
332,845
-281,693
3105
$2.53M ﹤0.01%
114,637
-109,893
3106
$2.53M ﹤0.01%
14,495
+508
3107
$2.53M ﹤0.01%
+100,000
3108
$2.53M ﹤0.01%
223,464
+149,088
3109
$2.53M ﹤0.01%
246,315
-3,227
3110
$2.53M ﹤0.01%
167,646
+101,822
3111
$2.52M ﹤0.01%
498,882
+36,352
3112
$2.52M ﹤0.01%
84,516
-66,680
3113
$2.52M ﹤0.01%
625,842
-476,559
3114
$2.51M ﹤0.01%
44,915
+835
3115
$2.51M ﹤0.01%
104,771
+13,449
3116
$2.51M ﹤0.01%
45,134
+2,638
3117
$2.51M ﹤0.01%
945,491
+384,095
3118
$2.5M ﹤0.01%
436,398
+50,004
3119
$2.5M ﹤0.01%
+239,840
3120
$2.5M ﹤0.01%
760,395
-18,885
3121
$2.5M ﹤0.01%
675,600
+557,656
3122
$2.49M ﹤0.01%
244,469
+165,445
3123
$2.48M ﹤0.01%
71,846
+231
3124
$2.48M ﹤0.01%
44,376
-53,762
3125
$2.47M ﹤0.01%
24,515
+111