We are live on ! Find out more
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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4276
$269K ﹤0.01%
10,666
+476
4277
$269K ﹤0.01%
21,500
-716
4278
$268K ﹤0.01%
7,388
-2,171
4279
$267K ﹤0.01%
7,680
+7,351
4280
$267K ﹤0.01%
25,879
+5,698
4281
$266K ﹤0.01%
10,007
+7,687
4282
$266K ﹤0.01%
+24,796
4283
$265K ﹤0.01%
2,650
-3,339
4284
$264K ﹤0.01%
2,689
-408
4285
$264K ﹤0.01%
+2,609
4286
$264K ﹤0.01%
+6,399
4287
$264K ﹤0.01%
36,791
-375,917
4288
$263K ﹤0.01%
5,946
+5,762
4289
$263K ﹤0.01%
6,518
-8,609
4290
$263K ﹤0.01%
5,743
+1,029
4291
$262K ﹤0.01%
10,687
-160
4292
$262K ﹤0.01%
6,854
+3,017
4293
$261K ﹤0.01%
61,791
-26,452
4294
$260K ﹤0.01%
25,500
4295
$260K ﹤0.01%
2,398
-11
4296
$259K ﹤0.01%
9,404
-507
4297
$259K ﹤0.01%
25,000
4298
$258K ﹤0.01%
13,991
-418
4299
$258K ﹤0.01%
12,503
+3,486
4300
$258K ﹤0.01%
11,117
+5,379