JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
-$82.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,211
New
Increased
Reduced
Closed

Top Buys

1 +$1.48B
2 +$1.45B
3 +$1.18B
4
LIN icon
Linde
LIN
+$751M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$719M

Top Sells

1 +$6.32B
2 +$1.29B
3 +$862M
4
AAPL icon
Apple
AAPL
+$795M
5
DIS icon
Walt Disney
DIS
+$750M

Sector Composition

1 Financials 13.46%
2 Technology 12.55%
3 Healthcare 11.88%
4 Consumer Discretionary 8.9%
5 Industrials 7.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3751
$136K ﹤0.01%
13,946
-8,246
3752
$135K ﹤0.01%
2,283
-6
3753
$135K ﹤0.01%
13,338
+10,832
3754
$135K ﹤0.01%
3,545
+2,619
3755
$134K ﹤0.01%
6,300
3756
$132K ﹤0.01%
+4,000
3757
$132K ﹤0.01%
12,635
+3,167
3758
$132K ﹤0.01%
114,838
+3,197
3759
$132K ﹤0.01%
2,687
-29,055
3760
$131K ﹤0.01%
37
-6
3761
$131K ﹤0.01%
129,337
3762
$130K ﹤0.01%
3,730
-10
3763
$130K ﹤0.01%
4,419
3764
$130K ﹤0.01%
11,704
-3,717
3765
$130K ﹤0.01%
9,140
+5,010
3766
$129K ﹤0.01%
12,416
+1,206
3767
$129K ﹤0.01%
17,117
+7,870
3768
$129K ﹤0.01%
606
+456
3769
$129K ﹤0.01%
5,612
-33,200
3770
$128K ﹤0.01%
3,648
-22,852
3771
$128K ﹤0.01%
32,788
-288,275
3772
$128K ﹤0.01%
16,547
-83,490
3773
$127K ﹤0.01%
22,615
-11,233
3774
$127K ﹤0.01%
5,525
+2,160
3775
$127K ﹤0.01%
19,407
+1,753