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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$4.65B
2 +$2.08B
3 +$2.05B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
MU icon
Micron Technology
MU
+$1.39B

Top Sells

1 +$2.4B
2 +$2.11B
3 +$1.64B
4
CRM icon
Salesforce
CRM
+$1.54B
5
ADBE icon
Adobe
ADBE
+$1.41B

Sector Composition

1 Technology 25.25%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$246K ﹤0.01%
37,624
-207,477
3952
$246K ﹤0.01%
4,466
+4,267
3953
$246K ﹤0.01%
7,208
-19,052
3954
$245K ﹤0.01%
298,468
-1,286,485
3955
$244K ﹤0.01%
17,847
-911
3956
$244K ﹤0.01%
40,425
-1,472
3957
$243K ﹤0.01%
108,782
-1,143,080
3958
$243K ﹤0.01%
83,888
+4,224
3959
$243K ﹤0.01%
7,348
-5,257
3960
$242K ﹤0.01%
13,521
+6,669
3961
$242K ﹤0.01%
6,948
3962
$242K ﹤0.01%
30,123
+4,064
3963
$242K ﹤0.01%
5,392
-5,894
3964
$240K ﹤0.01%
33,972
+2,171
3965
$240K ﹤0.01%
2,116
-37,335
3966
$240K ﹤0.01%
16,173
+3,644
3967
$239K ﹤0.01%
35,013
-11,190
3968
$239K ﹤0.01%
1,225
-1,160
3969
$239K ﹤0.01%
7,054
+6,038
3970
$238K ﹤0.01%
11,731
-1,516
3971
$238K ﹤0.01%
11,085
-1,567
3972
$237K ﹤0.01%
11,579
-8,102
3973
$237K ﹤0.01%
6,289
-331
3974
$236K ﹤0.01%
30,784
+7,130
3975
$236K ﹤0.01%
10,510
-3,122