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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,288
New
Increased
Reduced
Closed

Top Buys

1 +$1.56B
2 +$1.02B
3 +$505M
4
TFC icon
Truist Financial
TFC
+$502M
5
ADI icon
Analog Devices
ADI
+$492M

Top Sells

1 +$1.78B
2 +$855M
3 +$828M
4
VZ icon
Verizon
VZ
+$792M
5
MSFT icon
Microsoft
MSFT
+$789M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.44%
3 Healthcare 10.78%
4 Financials 10.39%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$83K ﹤0.01%
7,068
+906
3952
$83K ﹤0.01%
5,295
+661
3953
$83K ﹤0.01%
7,238
+199
3954
$82K ﹤0.01%
7,565
+382
3955
$82K ﹤0.01%
10,127
+2,640
3956
$82K ﹤0.01%
7,643
-446
3957
$82K ﹤0.01%
1,585
+77
3958
$82K ﹤0.01%
8,723
+1,001
3959
$82K ﹤0.01%
1,280
+504
3960
$81K ﹤0.01%
5,014
3961
$81K ﹤0.01%
54,199
+2,408
3962
$81K ﹤0.01%
700
3963
$81K ﹤0.01%
46,455
+7,226
3964
$81K ﹤0.01%
7,074
-3,753
3965
$81K ﹤0.01%
18,679
+6,357
3966
$80K ﹤0.01%
12
3967
$80K ﹤0.01%
7,763
-185
3968
$80K ﹤0.01%
7,100
+232
3969
$80K ﹤0.01%
12,205
-3,308
3970
$79K ﹤0.01%
+1,289
3971
$79K ﹤0.01%
1,840
-2,308
3972
$79K ﹤0.01%
6,126
3973
$79K ﹤0.01%
1,490
-517
3974
$79K ﹤0.01%
9,027
-196
3975
$79K ﹤0.01%
10,552
+4,066