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
4426
$140K ﹤0.01%
13,876
-8,901
4427
$140K ﹤0.01%
21,950
+1,978
4428
$140K ﹤0.01%
11,965
-2,013
4429
$140K ﹤0.01%
38,437
-260,368
4430
$139K ﹤0.01%
2,483
+87
4431
$139K ﹤0.01%
7,282
-5,163
4432
$138K ﹤0.01%
32,479
-254,454
4433
$138K ﹤0.01%
12,180
-85,263
4434
$138K ﹤0.01%
17,748
-115,925
4435
$138K ﹤0.01%
12,510
-360,231
4436
$138K ﹤0.01%
14,680
+14,590
4437
$137K ﹤0.01%
+2,758
4438
$137K ﹤0.01%
2,605
+195
4439
$137K ﹤0.01%
21,864
-4,259
4440
$136K ﹤0.01%
44,249
+42,949
4441
$136K ﹤0.01%
38,898
+6,367
4442
$136K ﹤0.01%
+5,378
4443
$136K ﹤0.01%
+61,892
4444
$135K ﹤0.01%
10,824
-16,095
4445
$135K ﹤0.01%
3,118
+1,175
4446
$135K ﹤0.01%
5,912
-545
4447
$135K ﹤0.01%
+4,400
4448
$135K ﹤0.01%
+18,896
4449
$135K ﹤0.01%
5,504
-4,190
4450
0