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
$778B
AUM Growth
+$81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,911
New
Increased
Reduced
Closed

Top Buys

1 +$3.58B
2 +$2.7B
3 +$1.71B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.57B
5
META icon
Meta Platforms (Facebook)
META
+$1.51B

Top Sells

1 +$1.51B
2 +$1.23B
3 +$920M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$817M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$794M

Sector Composition

1 Technology 16.81%
2 Financials 11.9%
3 Consumer Discretionary 10.52%
4 Healthcare 10.31%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4026
$344K ﹤0.01%
+16,372
4027
$344K ﹤0.01%
13,020
-230,715
4028
$344K ﹤0.01%
48,499
+38,834
4029
$344K ﹤0.01%
2,590
+1,890
4030
$343K ﹤0.01%
13,306
4031
$343K ﹤0.01%
6,561
-3,276
4032
$343K ﹤0.01%
11,271
-1,070,270
4033
$342K ﹤0.01%
6,242
-4,191
4034
$341K ﹤0.01%
107,720
-31,552
4035
$341K ﹤0.01%
9,744
-13,788
4036
$341K ﹤0.01%
5,377
-12,911
4037
$341K ﹤0.01%
6,751
-8,608
4038
$338K ﹤0.01%
5,892
-14,823
4039
$338K ﹤0.01%
34,868
4040
$337K ﹤0.01%
16,814
-16,342
4041
$335K ﹤0.01%
5,597
+115
4042
$335K ﹤0.01%
19,549
+7,831
4043
$334K ﹤0.01%
15,848
+5,679
4044
$334K ﹤0.01%
10,442
+1,251
4045
$333K ﹤0.01%
4,312
+1,710
4046
$333K ﹤0.01%
12,546
4047
$332K ﹤0.01%
10,023
-31,885
4048
$331K ﹤0.01%
76,574
+52,357
4049
$330K ﹤0.01%
16,540
+11,552
4050
$330K ﹤0.01%
40,613
+6,666