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
4126
$285K ﹤0.01%
+89,833
4127
$285K ﹤0.01%
76,606
+5,732
4128
$284K ﹤0.01%
16,659
-4,665
4129
$284K ﹤0.01%
7,654
-20,639
4130
$283K ﹤0.01%
5,266
-5,635
4131
$283K ﹤0.01%
4,944
+2,685
4132
$282K ﹤0.01%
53,261
-65,728
4133
$282K ﹤0.01%
18,843
+4,547
4134
$281K ﹤0.01%
31,218
+31,098
4135
$281K ﹤0.01%
2,625
-667
4136
$281K ﹤0.01%
9,095
-19,255
4137
$281K ﹤0.01%
+28,000
4138
$281K ﹤0.01%
37,062
+9,183
4139
$280K ﹤0.01%
2,880
-200
4140
$280K ﹤0.01%
26,235
+6,224
4141
$280K ﹤0.01%
372
-809
4142
0
4143
$279K ﹤0.01%
1,391
+773
4144
$279K ﹤0.01%
28,401
-24,462
4145
$279K ﹤0.01%
11,096
-6,532
4146
$279K ﹤0.01%
20,973
-29,548
4147
$277K ﹤0.01%
20,693
-68,947
4148
$276K ﹤0.01%
593
+80
4149
$275K ﹤0.01%
11,553
+853
4150
$275K ﹤0.01%
14,820
-8,326