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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
$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
4151
$274K ﹤0.01%
2,979
+1,883
4152
$274K ﹤0.01%
92,364
-2,625
4153
$274K ﹤0.01%
15,296
-20,266
4154
$274K ﹤0.01%
25,764
+24,854
4155
$274K ﹤0.01%
7,050
+4,000
4156
$270K ﹤0.01%
+1,673
4157
$270K ﹤0.01%
6,488
+4,326
4158
$270K ﹤0.01%
7,921
-9,394
4159
$270K ﹤0.01%
16,044
-27,922
4160
$269K ﹤0.01%
10,445
+5,783
4161
$269K ﹤0.01%
2,692
4162
$268K ﹤0.01%
4,923
+1,173
4163
$267K ﹤0.01%
10,418
-41,104
4164
$267K ﹤0.01%
24,377
+3,201
4165
$267K ﹤0.01%
9,845
-19,110
4166
$266K ﹤0.01%
45,550
-68,109
4167
$265K ﹤0.01%
11,370
-12,332
4168
$265K ﹤0.01%
752
+14
4169
$263K ﹤0.01%
11,206
+11,202
4170
$262K ﹤0.01%
54,468
+22,926
4171
0
4172
$259K ﹤0.01%
10,186
-12,146
4173
$259K ﹤0.01%
1,020
+497
4174
$259K ﹤0.01%
16,090
+8,900
4175
$258K ﹤0.01%
17,160
-11,480