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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
3251
$2.02M ﹤0.01%
261,545
+222,605
3252
$2.02M ﹤0.01%
800,385
+762,184
3253
$2.01M ﹤0.01%
116,155
-9,106
3254
$2.01M ﹤0.01%
+40,000
3255
$2M ﹤0.01%
83,454
-3,017
3256
$2M ﹤0.01%
19,661
+19,511
3257
$1.98M ﹤0.01%
94,282
-159
3258
$1.98M ﹤0.01%
114,533
-109,520
3259
$1.97M ﹤0.01%
643,502
-15,547
3260
$1.97M ﹤0.01%
58,486
-5,242
3261
$1.97M ﹤0.01%
47,134
-6,152
3262
$1.96M ﹤0.01%
192,860
-125,437
3263
$1.96M ﹤0.01%
338,296
-186,472
3264
$1.96M ﹤0.01%
160,179
-27,147
3265
$1.95M ﹤0.01%
21,320
-503
3266
$1.94M ﹤0.01%
90,043
+16,790
3267
$1.94M ﹤0.01%
+49,946
3268
$1.94M ﹤0.01%
505,934
-11,140
3269
$1.93M ﹤0.01%
393,894
+134,086
3270
$1.93M ﹤0.01%
400,377
+133,074
3271
$1.93M ﹤0.01%
+91,952
3272
$1.93M ﹤0.01%
211,055
+186,067
3273
$1.92M ﹤0.01%
51,208
+13,988
3274
$1.92M ﹤0.01%
39,815
+5,210
3275
$1.92M ﹤0.01%
27,547
-1,613