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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
3301
$1.83M ﹤0.01%
187,344
-30,944
3302
$1.83M ﹤0.01%
214,779
+177,460
3303
$1.83M ﹤0.01%
172,741
+5,130
3304
$1.82M ﹤0.01%
64,298
-27,903
3305
$1.82M ﹤0.01%
+35,932
3306
$1.82M ﹤0.01%
261,627
+8,080
3307
$1.82M ﹤0.01%
49,351
-5,030
3308
$1.82M ﹤0.01%
182,387
+299
3309
$1.82M ﹤0.01%
16,394
-3,950
3310
$1.82M ﹤0.01%
117,072
-11,616
3311
$1.81M ﹤0.01%
87,377
+36,113
3312
$1.8M ﹤0.01%
149,664
-16,720
3313
$1.8M ﹤0.01%
7,847
+6,236
3314
$1.79M ﹤0.01%
200,141
-11,628
3315
$1.79M ﹤0.01%
24,057
+2,964
3316
$1.79M ﹤0.01%
200,607
+8,583
3317
$1.79M ﹤0.01%
616,851
-35,810
3318
$1.78M ﹤0.01%
+35,000
3319
$1.78M ﹤0.01%
12,954
-14,392
3320
$1.77M ﹤0.01%
63,338
+1,509
3321
$1.77M ﹤0.01%
39,616
-10,056
3322
$1.77M ﹤0.01%
35,688
+27,290
3323
$1.76M ﹤0.01%
58,535
+18,894
3324
$1.76M ﹤0.01%
79,452
+15,184
3325
$1.75M ﹤0.01%
1,512,281
+1,411,456