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
3726
$445K ﹤0.01%
50,000
3727
$445K ﹤0.01%
59,667
+49,947
3728
$444K ﹤0.01%
102,372
+77,460
3729
$442K ﹤0.01%
34,066
-67,261
3730
$441K ﹤0.01%
14,843
-4,648
3731
$441K ﹤0.01%
41,958
+31,329
3732
$439K ﹤0.01%
43,800
3733
$438K ﹤0.01%
38,075
+6,831
3734
$437K ﹤0.01%
33,275
+10,715
3735
$437K ﹤0.01%
33,504
-23,855
3736
$436K ﹤0.01%
10,613
+1,497
3737
$435K ﹤0.01%
17,635
-61,166
3738
$433K ﹤0.01%
43,600
3739
$433K ﹤0.01%
31,235
+5,472
3740
$432K ﹤0.01%
6,574
-536
3741
$431K ﹤0.01%
264,588
-163,431
3742
$429K ﹤0.01%
2,813
-54
3743
$428K ﹤0.01%
49,343
+46,540
3744
$427K ﹤0.01%
17,714
+17,643
3745
$426K ﹤0.01%
11,438
+1,239
3746
$425K ﹤0.01%
49,354
+22,284
3747
$424K ﹤0.01%
59,202
+17,280
3748
$424K ﹤0.01%
131,741
-118,011
3749
$422K ﹤0.01%
107,575
-54,831
3750
$422K ﹤0.01%
164,057
+69,051