JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,292
New
Increased
Reduced
Closed

Top Buys

1 +$4.16B
2 +$2.29B
3 +$2B
4
UNH icon
UnitedHealth
UNH
+$1.76B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.42B

Top Sells

1 +$4.61B
2 +$1.58B
3 +$689M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$659M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$647M

Sector Composition

1 Technology 15.99%
2 Healthcare 13.32%
3 Financials 11.16%
4 Consumer Discretionary 8.38%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4026
$230K ﹤0.01%
145,344
+26,765
4027
$230K ﹤0.01%
11,500
-157,886
4028
$229K ﹤0.01%
15,168
+5,162
4029
$229K ﹤0.01%
42,046
+12,773
4030
$229K ﹤0.01%
15,752
+2,064
4031
$227K ﹤0.01%
7,263
+600
4032
$225K ﹤0.01%
40,322
-9,892
4033
$225K ﹤0.01%
6,733
-163,242
4034
$225K ﹤0.01%
1,231
-451
4035
$224K ﹤0.01%
787
-417
4036
$224K ﹤0.01%
+11,928
4037
$224K ﹤0.01%
49,327
+23,090
4038
$223K ﹤0.01%
6,702
+4,879
4039
$223K ﹤0.01%
10,186
+7,260
4040
$222K ﹤0.01%
4,585
+4,098
4041
$221K ﹤0.01%
17,507
-4,363
4042
$220K ﹤0.01%
8,382
+1,087
4043
$220K ﹤0.01%
7,288
+898
4044
$219K ﹤0.01%
63,309
-14,909
4045
$219K ﹤0.01%
2,371
+294
4046
$218K ﹤0.01%
9,750
+1,198
4047
$218K ﹤0.01%
88,410
+43,724
4048
$217K ﹤0.01%
262
-104
4049
$217K ﹤0.01%
4,520
-514
4050
$217K ﹤0.01%
31,255
-123,021