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
$698B
AUM Growth
+$75.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,606
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.72B
3 +$1.6B
4
DE icon
Deere & Co
DE
+$1.34B
5
AMZN icon
Amazon
AMZN
+$1.24B

Top Sells

1 +$1.61B
2 +$1.54B
3 +$1.51B
4
CRM icon
Salesforce
CRM
+$1.32B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.13B

Sector Composition

1 Technology 16.78%
2 Financials 11.88%
3 Consumer Discretionary 10.86%
4 Healthcare 10.26%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$674K ﹤0.01%
65,817
+24,543
3727
$672K ﹤0.01%
1,181
-406
3728
$672K ﹤0.01%
50,050
-1,136
3729
$672K ﹤0.01%
26,240
+166
3730
$671K ﹤0.01%
33,556
+735
3731
$671K ﹤0.01%
+68,092
3732
$670K ﹤0.01%
100,620
-1,212,976
3733
$670K ﹤0.01%
28,345
+4,775
3734
$669K ﹤0.01%
233,881
+17,785
3735
$669K ﹤0.01%
71,566
-12,314
3736
$668K ﹤0.01%
42,932
+5,713
3737
$664K ﹤0.01%
86,572
-2,566
3738
$664K ﹤0.01%
20,325
-400
3739
$662K ﹤0.01%
47,743
+2,522
3740
$662K ﹤0.01%
24,660
+9,561
3741
$662K ﹤0.01%
15,035
+1,734
3742
$661K ﹤0.01%
40,304
-41,576
3743
$660K ﹤0.01%
28,955
-821
3744
$655K ﹤0.01%
12,197
+272
3745
$655K ﹤0.01%
6,312
+1,243
3746
$654K ﹤0.01%
11,013
-11,929
3747
$653K ﹤0.01%
22,711
+11,032
3748
$653K ﹤0.01%
6,586
-2,305
3749
$653K ﹤0.01%
35,592
+1,735
3750
$650K ﹤0.01%
51,522
-3,675