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
4651
$83.6K ﹤0.01%
11,513
+1,229
4652
$83.6K ﹤0.01%
2,663
-542
4653
$83.5K ﹤0.01%
3,289
-2,831
4654
$83.5K ﹤0.01%
20,113
-20,383
4655
$83.3K ﹤0.01%
+5,482
4656
$82.6K ﹤0.01%
9,180
4657
$82.6K ﹤0.01%
1,939
-781
4658
$82.3K ﹤0.01%
37,231
+37,164
4659
$82.2K ﹤0.01%
1,641
-935
4660
$81.6K ﹤0.01%
33,035
-2,628
4661
$81.3K ﹤0.01%
5,199
+4,649
4662
$81.2K ﹤0.01%
113,284
-1,589,349
4663
$80.7K ﹤0.01%
8,738
+8,721
4664
$80.4K ﹤0.01%
26,889
+3,074
4665
$80.3K ﹤0.01%
2,161
+261
4666
$80.3K ﹤0.01%
2,757
+2,606
4667
$80.3K ﹤0.01%
14,952
+957
4668
$80.3K ﹤0.01%
946
+856
4669
$80.1K ﹤0.01%
3,828
-9,751
4670
$80.1K ﹤0.01%
+3,656
4671
$80K ﹤0.01%
+6,838
4672
$79.5K ﹤0.01%
1,779
-8,206
4673
$79.2K ﹤0.01%
+6,500
4674
$79.1K ﹤0.01%
4,869
-34,482
4675
$79K ﹤0.01%
5,217
+4,058