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
3676
$755K ﹤0.01%
33,924
+68
3677
$753K ﹤0.01%
34,420
+29,564
3678
$750K ﹤0.01%
66,668
+37,367
3679
$749K ﹤0.01%
53,341
+1,316
3680
$748K ﹤0.01%
52,064
-26,309
3681
$743K ﹤0.01%
20,672
+15,738
3682
$742K ﹤0.01%
18,952
-14,497
3683
$742K ﹤0.01%
58,763
-58,313
3684
$741K ﹤0.01%
42,154
-1,484
3685
$740K ﹤0.01%
189,856
-186,749
3686
$740K ﹤0.01%
164,055
-83,387
3687
$737K ﹤0.01%
+72,991
3688
$737K ﹤0.01%
443,744
-59,586
3689
$735K ﹤0.01%
8,555
+4,012
3690
$733K ﹤0.01%
119,214
-1,825
3691
$732K ﹤0.01%
82,728
-805,098
3692
$732K ﹤0.01%
+29,135
3693
$731K ﹤0.01%
97,069
+53,522
3694
$731K ﹤0.01%
30,135
-6,600
3695
$730K ﹤0.01%
38,599
-18,335
3696
$727K ﹤0.01%
5,209
-340
3697
$726K ﹤0.01%
6,645
+5,000
3698
$721K ﹤0.01%
141,435
-26,348
3699
$721K ﹤0.01%
180,313
-2,913
3700
$719K ﹤0.01%
28,536
-258,658