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
3701
$718K ﹤0.01%
72,416
-253,681
3702
$718K ﹤0.01%
25,383
-14,715
3703
$718K ﹤0.01%
8,682
-95,961
3704
$717K ﹤0.01%
5,576
-5,488
3705
$717K ﹤0.01%
8,059
-13,744
3706
$715K ﹤0.01%
32,546
+7,438
3707
$715K ﹤0.01%
397,316
+397,216
3708
$713K ﹤0.01%
33,170
+4,338
3709
$713K ﹤0.01%
8,028
-12,290
3710
$711K ﹤0.01%
65,718
-18,372
3711
$710K ﹤0.01%
274,085
-28,093
3712
$708K ﹤0.01%
47,279
+5,723
3713
$700K ﹤0.01%
79,499
-25,273
3714
$699K ﹤0.01%
51,184
-53,581
3715
$698K ﹤0.01%
12,275
+6,041
3716
$697K ﹤0.01%
20,843
-28,528
3717
$696K ﹤0.01%
17,137
-1,829
3718
$695K ﹤0.01%
16,906
-95,849
3719
$693K ﹤0.01%
+20,092
3720
$692K ﹤0.01%
+30,287
3721
$692K ﹤0.01%
44,238
+31,552
3722
$686K ﹤0.01%
34,490
-223,417
3723
$685K ﹤0.01%
13,909
+12,179
3724
$685K ﹤0.01%
220,291
-13,302
3725
$685K ﹤0.01%
179,730
+133,054