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
3526
$651K ﹤0.01%
+113,069
3527
$650K ﹤0.01%
94,210
-58,456
3528
$649K ﹤0.01%
132,148
+15,123
3529
$649K ﹤0.01%
13,162
-1,645
3530
$648K ﹤0.01%
+25,000
3531
$648K ﹤0.01%
43,977
-11,223
3532
$646K ﹤0.01%
93,434
+17,108
3533
$646K ﹤0.01%
13,420
+1,008
3534
$642K ﹤0.01%
44,272
+19,860
3535
$642K ﹤0.01%
12,300
+3,829
3536
$640K ﹤0.01%
6,361
-1,634,595
3537
$638K ﹤0.01%
249,895
-247,635
3538
$638K ﹤0.01%
196,699
-518,701
3539
$638K ﹤0.01%
1,421,986
+808,049
3540
$637K ﹤0.01%
93,461
+83,149
3541
$637K ﹤0.01%
32,196
-18,995
3542
$634K ﹤0.01%
16,295
-28,653
3543
$633K ﹤0.01%
16,938
3544
$627K ﹤0.01%
9,750
-6,801
3545
$626K ﹤0.01%
22,122
-5,787
3546
$624K ﹤0.01%
32,142
-26,544
3547
$624K ﹤0.01%
58,622
+58,545
3548
$624K ﹤0.01%
148,224
-8,145
3549
$622K ﹤0.01%
114,696
-975,015
3550
$622K ﹤0.01%
59,468
+7,352