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
$778B
AUM Growth
+$81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,911
New
Increased
Reduced
Closed

Top Buys

1 +$3.58B
2 +$2.7B
3 +$1.71B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.57B
5
META icon
Meta Platforms (Facebook)
META
+$1.51B

Top Sells

1 +$1.51B
2 +$1.23B
3 +$920M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$817M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$794M

Sector Composition

1 Technology 16.81%
2 Financials 11.9%
3 Consumer Discretionary 10.52%
4 Healthcare 10.31%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4901
$22K ﹤0.01%
+202
4902
$21K ﹤0.01%
4,000
4903
$21K ﹤0.01%
856
+408
4904
$21K ﹤0.01%
980
4905
0
4906
$20K ﹤0.01%
825
-84,554
4907
$20K ﹤0.01%
6,005
-111,936
4908
$20K ﹤0.01%
2,983
-188
4909
$20K ﹤0.01%
1,316
+3
4910
$20K ﹤0.01%
3,687
-35,792
4911
$20K ﹤0.01%
+509
4912
$20K ﹤0.01%
1,224
-50
4913
$20K ﹤0.01%
+31
4914
$20K ﹤0.01%
1,930
-7,111
4915
$20K ﹤0.01%
760
4916
$20K ﹤0.01%
1,000
4917
$19K ﹤0.01%
1,056
4918
$19K ﹤0.01%
500
+400
4919
$19K ﹤0.01%
886
-14,919
4920
$19K ﹤0.01%
3,174
-15,856
4921
$19K ﹤0.01%
670
4922
$19K ﹤0.01%
+1,943
4923
$19K ﹤0.01%
+900
4924
0
4925
$19K ﹤0.01%
9,550
+9,504