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
4676
$78.8K ﹤0.01%
13,953
-1,050
4677
$78.7K ﹤0.01%
4,867
+2,786
4678
$78K ﹤0.01%
4,703
+738
4679
$77.9K ﹤0.01%
913
+625
4680
$77.7K ﹤0.01%
47,071
-2,372
4681
$77.6K ﹤0.01%
+5,933
4682
$77.6K ﹤0.01%
16,509
+236
4683
$77.3K ﹤0.01%
1,148
+3
4684
$77K ﹤0.01%
8,484
+510
4685
$76.9K ﹤0.01%
1,829
-1,151
4686
$76.7K ﹤0.01%
+2,646
4687
0
4688
$76.2K ﹤0.01%
42,578
-298,420
4689
$76.2K ﹤0.01%
3,433
-167
4690
$76K ﹤0.01%
25,000
4691
$75.9K ﹤0.01%
2,793
4692
$75.8K ﹤0.01%
15,406
-1,550
4693
$75.7K ﹤0.01%
5,308
-1,089
4694
$75.7K ﹤0.01%
5,304
+4,804
4695
$75.3K ﹤0.01%
3,890
-635
4696
$75.2K ﹤0.01%
1,859
+248
4697
$75.1K ﹤0.01%
+8,187
4698
$75.1K ﹤0.01%
1,823
+1,686
4699
$75.1K ﹤0.01%
+27,698
4700
$74.9K ﹤0.01%
13,889
+13,824