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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
3351
$1.67M ﹤0.01%
36,178
-26,206
3352
$1.67M ﹤0.01%
34,011
+5,714
3353
$1.67M ﹤0.01%
98,268
-226,932
3354
$1.67M ﹤0.01%
37,673
-129
3355
$1.65M ﹤0.01%
68,973
+62,365
3356
$1.65M ﹤0.01%
840,348
-536,999
3357
$1.65M ﹤0.01%
265,547
+138,454
3358
$1.65M ﹤0.01%
65,365
-75,514
3359
$1.65M ﹤0.01%
44,564
+28,264
3360
$1.65M ﹤0.01%
565,439
-191,622
3361
$1.65M ﹤0.01%
234,720
+175,311
3362
$1.65M ﹤0.01%
109,312
+42,472
3363
$1.65M ﹤0.01%
63,513
+193
3364
$1.64M ﹤0.01%
134,516
+41,696
3365
$1.64M ﹤0.01%
116,306
+107,854
3366
$1.64M ﹤0.01%
+40,825
3367
$1.63M ﹤0.01%
81,283
-2,207
3368
$1.63M ﹤0.01%
31,173
+30,697
3369
$1.63M ﹤0.01%
239,597
-14,608
3370
$1.63M ﹤0.01%
1,292,444
+339,364
3371
$1.63M ﹤0.01%
58,148
+15,706
3372
$1.63M ﹤0.01%
+32,208
3373
$1.63M ﹤0.01%
36,904
+17,855
3374
$1.63M ﹤0.01%
736,323
+588,446
3375
$1.63M ﹤0.01%
301,521
-12,424