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
4001
$72K ﹤0.01%
11,789
-155
4002
$72K ﹤0.01%
279
-49
4003
$72K ﹤0.01%
10,907
+4,836
4004
$72K ﹤0.01%
21,674
-6,337
4005
$72K ﹤0.01%
34,401
+110
4006
$72K ﹤0.01%
+3,029
4007
$71K ﹤0.01%
496
-23,586
4008
$71K ﹤0.01%
3,865
4009
$71K ﹤0.01%
2,054
+595
4010
$70K ﹤0.01%
3,861
-23,513
4011
$69K ﹤0.01%
4,284
-1,301
4012
$69K ﹤0.01%
2,414
+571
4013
$69K ﹤0.01%
8,259
+783
4014
$69K ﹤0.01%
54,672
-698
4015
$68K ﹤0.01%
777
-280
4016
$68K ﹤0.01%
6,927
-460
4017
$68K ﹤0.01%
5,803
-738
4018
$68K ﹤0.01%
2,073
+151
4019
$67K ﹤0.01%
2,347
4020
$67K ﹤0.01%
6,446
-25,515
4021
$67K ﹤0.01%
4,269
+305
4022
$67K ﹤0.01%
13,381
+2,730
4023
$67K ﹤0.01%
5,819
+523
4024
$67K ﹤0.01%
24,560
+109
4025
$67K ﹤0.01%
3,740
-5,715