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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
3451
$1.4M ﹤0.01%
27,266
+2,252
3452
$1.4M ﹤0.01%
26,057
+1,473
3453
$1.4M ﹤0.01%
25,823
+4,154
3454
$1.4M ﹤0.01%
20,823
-859
3455
$1.4M ﹤0.01%
81,733
+4,644
3456
$1.4M ﹤0.01%
37,745
+4,232
3457
$1.4M ﹤0.01%
9,915
-24
3458
$1.4M ﹤0.01%
72,116
+4,367
3459
$1.4M ﹤0.01%
135,212
-376,205
3460
$1.39M ﹤0.01%
26,208
+12,270
3461
$1.39M ﹤0.01%
281,235
3462
$1.38M ﹤0.01%
92,384
-53,461
3463
$1.37M ﹤0.01%
83,082
+74,337
3464
$1.37M ﹤0.01%
100,317
+83,414
3465
$1.37M ﹤0.01%
23,834
+7,614
3466
$1.37M ﹤0.01%
189,799
-5,390
3467
$1.37M ﹤0.01%
351,403
-47,664
3468
$1.36M ﹤0.01%
145,565
+117,956
3469
$1.36M ﹤0.01%
21,029
+8,512
3470
$1.36M ﹤0.01%
16,992
+1,177
3471
$1.36M ﹤0.01%
220,241
-28,083
3472
$1.35M ﹤0.01%
25,877
-12,243
3473
$1.35M ﹤0.01%
192,536
-35,844
3474
$1.35M ﹤0.01%
20,219
-45,748
3475
$1.35M ﹤0.01%
97,708
+41,538