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
4401
$158K ﹤0.01%
24,559
-9,041
4402
$158K ﹤0.01%
+13,919
4403
$158K ﹤0.01%
6,411
-63,989
4404
$157K ﹤0.01%
6,730
+2,966
4405
$157K ﹤0.01%
22,957
-901
4406
$157K ﹤0.01%
922
4407
$157K ﹤0.01%
37,184
-120,586
4408
$156K ﹤0.01%
+8,867
4409
$155K ﹤0.01%
6,752
-13,072
4410
$155K ﹤0.01%
27,673
-256,444
4411
$154K ﹤0.01%
9,605
+9,589
4412
$154K ﹤0.01%
+6,977
4413
$154K ﹤0.01%
8,628
+2,324
4414
$153K ﹤0.01%
4,286
+2,703
4415
$153K ﹤0.01%
17,549
+13,305
4416
$153K ﹤0.01%
1,101
-36
4417
$153K ﹤0.01%
21,707
-57,345
4418
$152K ﹤0.01%
8,133
-352
4419
$152K ﹤0.01%
1,129
4420
$152K ﹤0.01%
5,583
-10,863
4421
$151K ﹤0.01%
813
+206
4422
$151K ﹤0.01%
12,122
+12,115
4423
$150K ﹤0.01%
8,604
-1,110
4424
$150K ﹤0.01%
5,162
-5,750
4425
$149K ﹤0.01%
8,340
-34,461