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
4551
$106K ﹤0.01%
+100
4552
$105K ﹤0.01%
20,743
+5,623
4553
$105K ﹤0.01%
16,936
-37,405
4554
$105K ﹤0.01%
34,626
-486
4555
$105K ﹤0.01%
7,744
-6,372
4556
$105K ﹤0.01%
+50,000
4557
$104K ﹤0.01%
5,271
4558
$104K ﹤0.01%
8,509
+6,409
4559
0
4560
0
4561
$104K ﹤0.01%
+1,360
4562
$104K ﹤0.01%
+2,300
4563
$104K ﹤0.01%
10,750
+1,750
4564
$103K ﹤0.01%
1,278
-676
4565
$103K ﹤0.01%
1,658
-3
4566
0
4567
$102K ﹤0.01%
22,073
-1,149
4568
$101K ﹤0.01%
+6,515
4569
$101K ﹤0.01%
5,964
-14,402
4570
$100K ﹤0.01%
+8,910
4571
$100K ﹤0.01%
33,606
+33,550
4572
$100K ﹤0.01%
+10
4573
$99K ﹤0.01%
+439
4574
$99K ﹤0.01%
+237
4575
$99K ﹤0.01%
26,667
+14,188