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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
4626
$136K ﹤0.01%
15,661
+981
4627
$136K ﹤0.01%
4,339
+921
4628
$135K ﹤0.01%
6,564
-1,673
4629
$134K ﹤0.01%
12,501
-155,744
4630
$134K ﹤0.01%
+4,000
4631
$134K ﹤0.01%
26,888
-4,433
4632
$134K ﹤0.01%
6,218
+6,188
4633
$134K ﹤0.01%
3,961
-9,671
4634
$133K ﹤0.01%
28,788
+5,257
4635
$133K ﹤0.01%
75,505
+47,011
4636
$132K ﹤0.01%
792
+791
4637
$132K ﹤0.01%
+859
4638
$132K ﹤0.01%
9,701
+105
4639
$131K ﹤0.01%
8,135
+4,026
4640
$130K ﹤0.01%
6,312
-342,507
4641
$129K ﹤0.01%
5,537
+1,540
4642
$129K ﹤0.01%
25,656
+16,556
4643
$129K ﹤0.01%
8,129
+2,710
4644
$129K ﹤0.01%
2,809
+1,257
4645
$128K ﹤0.01%
6,923
+3,739
4646
$128K ﹤0.01%
6,904
-1,100
4647
$128K ﹤0.01%
54,726
+25,311
4648
$128K ﹤0.01%
+4,796
4649
$127K ﹤0.01%
5,817
+4,100
4650
$127K ﹤0.01%
5,419
+753