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
4001
$62K ﹤0.01%
4,289
-28,128
4002
$62K ﹤0.01%
3,158
+493
4003
$62K ﹤0.01%
21,753
+2,686
4004
$62K ﹤0.01%
2,985
+523
4005
$62K ﹤0.01%
8,200
+7,082
4006
$62K ﹤0.01%
2,686
+1,597
4007
$61K ﹤0.01%
3,516
+327
4008
$61K ﹤0.01%
1,813
+169
4009
$61K ﹤0.01%
2,066
-4,900
4010
$61K ﹤0.01%
+851
4011
$61K ﹤0.01%
15,446
-8,831
4012
$61K ﹤0.01%
3,095
+1,396
4013
$61K ﹤0.01%
36,819
-230,598
4014
$61K ﹤0.01%
26,003
-107,305
4015
$60K ﹤0.01%
2,615
+245
4016
$60K ﹤0.01%
7,072
+660
4017
$59K ﹤0.01%
578
-741
4018
$59K ﹤0.01%
+13,651
4019
$59K ﹤0.01%
2,580
+240
4020
$59K ﹤0.01%
2,218
+864
4021
$59K ﹤0.01%
4,638
+542
4022
$59K ﹤0.01%
3,021
+749
4023
$59K ﹤0.01%
5,775
+538
4024
$59K ﹤0.01%
4,825
+1,044
4025
$59K ﹤0.01%
6,656
+280