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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.29B
2 +$2.1B
3 +$1.67B
4
ABBV icon
AbbVie
ABBV
+$1.6B
5
XOM icon
Exxon Mobil
XOM
+$1.5B

Top Sells

1 +$3.99B
2 +$1.33B
3 +$1.15B
4
TSLA icon
Tesla
TSLA
+$1.05B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.04B

Sector Composition

1 Technology 17.22%
2 Healthcare 11.68%
3 Financials 11.61%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4776
$50K ﹤0.01%
+2,810
4777
$50K ﹤0.01%
2,735
-2,435
4778
$50K ﹤0.01%
8,806
+6,175
4779
$49K ﹤0.01%
10,129
+3,147
4780
$49K ﹤0.01%
18,660
+2,263
4781
$49K ﹤0.01%
2,546
-4,459
4782
$49K ﹤0.01%
1,588
4783
$49K ﹤0.01%
+2,692
4784
$49K ﹤0.01%
722
+330
4785
$49K ﹤0.01%
13,758
-158,066
4786
$49K ﹤0.01%
237
4787
$49K ﹤0.01%
12,937
+6,616
4788
$49K ﹤0.01%
9,615
-4,627
4789
0
4790
$49K ﹤0.01%
12,617
-16,332
4791
$49K ﹤0.01%
15,216
-200
4792
$48K ﹤0.01%
45,426
+12,777
4793
$48K ﹤0.01%
+159
4794
$48K ﹤0.01%
18,655
+5,398
4795
$48K ﹤0.01%
1,211
-1,911
4796
$47K ﹤0.01%
5,268
+1,062
4797
$47K ﹤0.01%
234
-262
4798
$46K ﹤0.01%
6,866
-6,028
4799
$46K ﹤0.01%
+7,456
4800
$46K ﹤0.01%
10,267
+1,875