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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
4526
$162K ﹤0.01%
19,758
+11,317
4527
$162K ﹤0.01%
2,262
+1,460
4528
$162K ﹤0.01%
24,833
-4,658
4529
$162K ﹤0.01%
4,152
-672
4530
$162K ﹤0.01%
4,382
+638
4531
$161K ﹤0.01%
11,022
+6,087
4532
$161K ﹤0.01%
5,948
-1,490
4533
$161K ﹤0.01%
8,330
-77
4534
$160K ﹤0.01%
8,694
4535
$160K ﹤0.01%
+1,715
4536
$159K ﹤0.01%
38,016
+1,712
4537
$159K ﹤0.01%
3,680
-731
4538
$159K ﹤0.01%
+5,766
4539
$158K ﹤0.01%
41,269
+28,622
4540
$158K ﹤0.01%
15,183
-729
4541
$158K ﹤0.01%
81,721
-10,296
4542
$157K ﹤0.01%
5,573
+359
4543
$157K ﹤0.01%
17,451
-16,629
4544
0
4545
$156K ﹤0.01%
2,482
4546
$156K ﹤0.01%
+3,059
4547
$156K ﹤0.01%
8,404
+1,112
4548
$156K ﹤0.01%
64,142
-6,574
4549
$156K ﹤0.01%
7,672
+450
4550
$156K ﹤0.01%
5,928
-7,552