We are live on ! Find out more
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
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.47B
2 +$3.17B
3 +$2.05B
4
AMZN icon
Amazon
AMZN
+$1.96B
5
META icon
Meta Platforms (Facebook)
META
+$1.6B

Top Sells

1 +$1.72B
2 +$1.31B
3 +$1.26B
4
ADP icon
Automatic Data Processing
ADP
+$1.17B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.08B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.98%
4 Consumer Discretionary 9.25%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4651
$49K ﹤0.01%
6,978
+2,223
4652
$48.9K ﹤0.01%
2,500
4653
$48K ﹤0.01%
637
+63
4654
$48K ﹤0.01%
28,220
+1,375
4655
$48K ﹤0.01%
1,309
-148
4656
$48K ﹤0.01%
9,482
+2,475
4657
$48K ﹤0.01%
9,014
+1,752
4658
$48K ﹤0.01%
+5,855
4659
$47.7K ﹤0.01%
1,269
+69
4660
$47.5K ﹤0.01%
1,290
4661
$47.5K ﹤0.01%
1,856
+1,739
4662
$47K ﹤0.01%
+1,856
4663
$47K ﹤0.01%
20,981
+5,478
4664
$46.7K ﹤0.01%
1,506
+1,163
4665
$46K ﹤0.01%
1,900
-1,500
4666
$46K ﹤0.01%
15,099
+2,160
4667
$46K ﹤0.01%
1,700
4668
$46K ﹤0.01%
6,037
+5,937
4669
$46K ﹤0.01%
7,533
+2,063
4670
$46K ﹤0.01%
828
+107
4671
$46K ﹤0.01%
1,967
+1,952
4672
$45K ﹤0.01%
7,854
+7,852
4673
$45K ﹤0.01%
62,649
+5,368
4674
$45K ﹤0.01%
1,250
4675
$45K ﹤0.01%
81,547
+77,503