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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$350K ﹤0.01%
16,300
-161,285
4002
$350K ﹤0.01%
6,153
-66,176
4003
$350K ﹤0.01%
6,769
+5,466
4004
$348K ﹤0.01%
55,084
+23,047
4005
$348K ﹤0.01%
6,416
-13
4006
$346K ﹤0.01%
15,466
-327
4007
$345K ﹤0.01%
7,091
+2,025
4008
$345K ﹤0.01%
25,500
+4,946
4009
$345K ﹤0.01%
55,917
-235,408
4010
$343K ﹤0.01%
+15,264
4011
$343K ﹤0.01%
1,611
-158,043
4012
$342K ﹤0.01%
9,791
-35,664
4013
$342K ﹤0.01%
4,552
-93,181
4014
$342K ﹤0.01%
29,905
+22,320
4015
$342K ﹤0.01%
159,684
-14,069
4016
$341K ﹤0.01%
13,702
4017
$341K ﹤0.01%
66,675
+35,439
4018
$341K ﹤0.01%
4,131
+2,092
4019
$340K ﹤0.01%
12,383
+1,266
4020
$340K ﹤0.01%
11,186
-40,288
4021
$340K ﹤0.01%
65,783
+25,048
4022
$340K ﹤0.01%
+21,229
4023
$338K ﹤0.01%
+22,349
4024
$338K ﹤0.01%
28,854
-27,161
4025
$337K ﹤0.01%
26,079
+3,279