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
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,292
New
Increased
Reduced
Closed

Top Buys

1 +$4.16B
2 +$2.29B
3 +$2B
4
UNH icon
UnitedHealth
UNH
+$1.76B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.42B

Top Sells

1 +$4.61B
2 +$1.58B
3 +$689M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$659M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$647M

Sector Composition

1 Technology 15.99%
2 Healthcare 13.32%
3 Financials 11.16%
4 Consumer Discretionary 8.38%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$897K ﹤0.01%
100,000
3352
$896K ﹤0.01%
7,930
+723
3353
$896K ﹤0.01%
32,042
-29,198
3354
$893K ﹤0.01%
26,423
-21,060
3355
$893K ﹤0.01%
25,827
-5,712
3356
$890K ﹤0.01%
50,000
3357
$886K ﹤0.01%
36,714
+341
3358
$886K ﹤0.01%
15,481
+14,481
3359
$884K ﹤0.01%
40,722
+1,851
3360
$882K ﹤0.01%
279,725
+202,975
3361
$882K ﹤0.01%
139,738
-34,233
3362
$880K ﹤0.01%
42,327
+34,878
3363
$880K ﹤0.01%
54,525
+2,719
3364
$879K ﹤0.01%
25,073
+4,062
3365
$877K ﹤0.01%
47,307
-28,019
3366
$873K ﹤0.01%
35,147
-3,026
3367
$872K ﹤0.01%
129,579
-14,139
3368
$869K ﹤0.01%
178,414
+173,698
3369
$869K ﹤0.01%
55,967
+6,248
3370
$869K ﹤0.01%
87,437
3371
$868K ﹤0.01%
25,396
+173
3372
$868K ﹤0.01%
26,488
-8,286
3373
$868K ﹤0.01%
33,686
+5,084
3374
$867K ﹤0.01%
12,021
-10,884
3375
$866K ﹤0.01%
87,182
-11,641