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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4351
$161K ﹤0.01%
3,620
+45
4352
$161K ﹤0.01%
4,143
+776
4353
$160K ﹤0.01%
5,213
-416
4354
$160K ﹤0.01%
674
-50
4355
$160K ﹤0.01%
121,305
+109,363
4356
$160K ﹤0.01%
7,800
+5,463
4357
$159K ﹤0.01%
4,281
+1,054
4358
$157K ﹤0.01%
1,423
-5,101
4359
$157K ﹤0.01%
31,321
-59,197
4360
$157K ﹤0.01%
32,615
-41,114
4361
$156K ﹤0.01%
68,508
-2,115,152
4362
$156K ﹤0.01%
4,165
+3,887
4363
$156K ﹤0.01%
136,739
+22,824
4364
$155K ﹤0.01%
3,667
+280
4365
$155K ﹤0.01%
16,293
-98,802
4366
$155K ﹤0.01%
8,353
-371
4367
$155K ﹤0.01%
48,796
-34,365
4368
$155K ﹤0.01%
30,962
-124,815
4369
$155K ﹤0.01%
77,512
+51,247
4370
$155K ﹤0.01%
+6,608
4371
$154K ﹤0.01%
3,691
-1,680
4372
$154K ﹤0.01%
12,207
+12,197
4373
$154K ﹤0.01%
15,367
+13,205
4374
$153K ﹤0.01%
78,489
+32,684
4375
$153K ﹤0.01%
+15,000