JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,292
New
Increased
Reduced
Closed

Top Buys

1 +$4.15B
2 +$2.17B
3 +$1.8B
4
AMZN icon
Amazon
AMZN
+$1.7B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.41B

Top Sells

1 +$4.17B
2 +$1.58B
3 +$659M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$627M
5
CERN
Cerner Corp
CERN
+$608M

Sector Composition

1 Technology 15.99%
2 Healthcare 13.32%
3 Financials 11.16%
4 Consumer Discretionary 8.38%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4701
$32K ﹤0.01%
951
-2,505
4702
$32K ﹤0.01%
+5,353
4703
$32K ﹤0.01%
782
+688
4704
$32K ﹤0.01%
9,583
+2,791
4705
$32K ﹤0.01%
1,262
-72,355
4706
$32K ﹤0.01%
+4,504
4707
$31K ﹤0.01%
1,568
4708
$31K ﹤0.01%
8,431
-11,057
4709
$31K ﹤0.01%
7,758
-2,509
4710
$31K ﹤0.01%
3,358
-65,564
4711
$31K ﹤0.01%
532
4712
$31K ﹤0.01%
+743
4713
$31K ﹤0.01%
+10,346
4714
$31K ﹤0.01%
7,500
4715
$31K ﹤0.01%
3,446
+998
4716
$31K ﹤0.01%
3,500
-348
4717
$30K ﹤0.01%
1,046
-4,130
4718
$30K ﹤0.01%
470
+99
4719
$30K ﹤0.01%
971
-18,335
4720
$30K ﹤0.01%
1,266
-1,168
4721
$30K ﹤0.01%
12,878
4722
$30K ﹤0.01%
+574
4723
$29K ﹤0.01%
21,173
+8,896
4724
$29K ﹤0.01%
8,547
-76
4725
$29K ﹤0.01%
+921