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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
$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
ExxonMobil
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 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4926
$31K ﹤0.01%
2,569
+2,086
4927
$31K ﹤0.01%
2,329
-1,857
4928
$31K ﹤0.01%
1,863
+211
4929
$31K ﹤0.01%
11,620
-55,440
4930
$31K ﹤0.01%
461
-1,014
4931
$31K ﹤0.01%
385
+72
4932
$30K ﹤0.01%
1,232
+1,224
4933
$30K ﹤0.01%
1,015
-3,289
4934
$30K ﹤0.01%
1,965
-1,586
4935
$30K ﹤0.01%
3,192
+306
4936
$30K ﹤0.01%
939
+137
4937
$30K ﹤0.01%
2,128
-5,252
4938
$30K ﹤0.01%
1
-1
4939
$30K ﹤0.01%
5,000
+2,000
4940
0
4941
$30K ﹤0.01%
787
-1,082
4942
$30K ﹤0.01%
1,600
-1,584
4943
0
4944
$29K ﹤0.01%
754
-184
4945
$29K ﹤0.01%
1,146
-139
4946
$29K ﹤0.01%
1,188
-660
4947
$29K ﹤0.01%
471
-50,369
4948
$29K ﹤0.01%
445
+101
4949
$29K ﹤0.01%
3,333
4950
$29K ﹤0.01%
325
-1,775