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
4226
$145K ﹤0.01%
3,532
-332
4227
$144K ﹤0.01%
5,599
+1,837
4228
$143K ﹤0.01%
2,064
-3,636
4229
$142K ﹤0.01%
5,491
+4,476
4230
$142K ﹤0.01%
+2,030
4231
$142K ﹤0.01%
5,741
+1,143
4232
$142K ﹤0.01%
17,514
+2,858
4233
$142K ﹤0.01%
4,335
+4,308
4234
$142K ﹤0.01%
9,693
+5,739
4235
$142K ﹤0.01%
91,969
+90,569
4236
$140K ﹤0.01%
+3,870
4237
$140K ﹤0.01%
14,008
+1,743
4238
$139K ﹤0.01%
9,798
+7,170
4239
$139K ﹤0.01%
18,190
-150,075
4240
$139K ﹤0.01%
9,101
+965
4241
$139K ﹤0.01%
6,250
+3,981
4242
$139K ﹤0.01%
10,905
+8,605
4243
$139K ﹤0.01%
29,487
-3,080
4244
$138K ﹤0.01%
8,134
-4,529
4245
$138K ﹤0.01%
14,478
-257,045
4246
$138K ﹤0.01%
6,100
+594
4247
$138K ﹤0.01%
5,375
+2,664
4248
$138K ﹤0.01%
3,123
+965
4249
$137K ﹤0.01%
6,390
-4,324
4250
$137K ﹤0.01%
649
-201