JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$1.33M ﹤0.01%
257,450
-114,259
3402
$1.33M ﹤0.01%
465
+229
3403
$1.33M ﹤0.01%
24,531
+19,412
3404
$1.33M ﹤0.01%
52,140
+18,103
3405
$1.33M ﹤0.01%
62,382
+9,456
3406
$1.33M ﹤0.01%
138,516
+1,123
3407
$1.32M ﹤0.01%
118,616
+100,365
3408
$1.32M ﹤0.01%
119,513
-37,304
3409
$1.31M ﹤0.01%
28,297
+27,777
3410
$1.31M ﹤0.01%
389,606
+3,547
3411
$1.31M ﹤0.01%
146,858
+38,618
3412
$1.3M ﹤0.01%
138,627
-162,459
3413
$1.3M ﹤0.01%
104,298
+99,829
3414
$1.29M ﹤0.01%
57,428
+11,516
3415
$1.29M ﹤0.01%
40,203
+12,701
3416
$1.28M ﹤0.01%
251,314
-933,580
3417
$1.28M ﹤0.01%
+53,450
3418
$1.27M ﹤0.01%
170,207
+158,450
3419
$1.27M ﹤0.01%
+436,453
3420
$1.27M ﹤0.01%
83,873
-26,361
3421
$1.26M ﹤0.01%
155,675
-484,563
3422
$1.26M ﹤0.01%
57,504
-10,826
3423
$1.26M ﹤0.01%
18,825
+9,623
3424
$1.25M ﹤0.01%
31,338
-22,201
3425
$1.25M ﹤0.01%
37,802
+16,150