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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
$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
4726
$39K ﹤0.01%
6,410
+529
4727
$39K ﹤0.01%
6,453
+652
4728
$39K ﹤0.01%
+1,452
4729
$39K ﹤0.01%
5,352
+1,084
4730
$39K ﹤0.01%
+916
4731
$38.5K ﹤0.01%
1,149
-26,381
4732
$38.4K ﹤0.01%
2,475
-875
4733
$38.4K ﹤0.01%
1,093
+253
4734
$38.4K ﹤0.01%
1,250
4735
$38K ﹤0.01%
+383
4736
$38K ﹤0.01%
+13,765
4737
$38K ﹤0.01%
6,573
+2,073
4738
$38K ﹤0.01%
8,939
+2,383
4739
$38K ﹤0.01%
3,105
+342
4740
$38K ﹤0.01%
+1,673
4741
$37K ﹤0.01%
5,610
+2,636
4742
$37K ﹤0.01%
+1,637
4743
$37K ﹤0.01%
5,227
-181,292
4744
$37K ﹤0.01%
+2,060
4745
$36.9K ﹤0.01%
+944
4746
$36K ﹤0.01%
5,915
-6,599
4747
$35.8K ﹤0.01%
1,021
4748
$35.8K ﹤0.01%
6,092
+5,859
4749
$35.1K ﹤0.01%
533
4750
$35K ﹤0.01%
34,109
+8,905