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
3551
$986K ﹤0.01%
130,433
-3,769
3552
$985K ﹤0.01%
102,917
+17,427
3553
$982K ﹤0.01%
19,472
+18,602
3554
$982K ﹤0.01%
31,969
-46,885
3555
$980K ﹤0.01%
457,919
-586,222
3556
$976K ﹤0.01%
248,927
-2,712
3557
$975K ﹤0.01%
19,018
+1,454
3558
$973K ﹤0.01%
16,350
+2,957
3559
$971K ﹤0.01%
9,939
+116
3560
$965K ﹤0.01%
6,393
+745
3561
$964K ﹤0.01%
46,368
+6,538
3562
$963K ﹤0.01%
6,876
+1,693
3563
$963K ﹤0.01%
34,203
+30,855
3564
$960K ﹤0.01%
29,455
+23,251
3565
$960K ﹤0.01%
222,653
+9,560
3566
$960K ﹤0.01%
578,012
-854,546
3567
$955K ﹤0.01%
9,139
-7,367
3568
$955K ﹤0.01%
16,393
-3,530
3569
$955K ﹤0.01%
24,584
-428
3570
$952K ﹤0.01%
33,276
-7,761
3571
$950K ﹤0.01%
37,912
+14,805
3572
$948K ﹤0.01%
40,516
+2,647
3573
$944K ﹤0.01%
61,242
-23,333
3574
$940K ﹤0.01%
+61,503
3575
$939K ﹤0.01%
59,623
+31,141