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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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4926
$71.8K ﹤0.01%
10,158
+1,515
4927
$71.7K ﹤0.01%
1,498
-19
4928
$71.5K ﹤0.01%
65,613
-59,441
4929
$71.5K ﹤0.01%
872
-72
4930
$71.2K ﹤0.01%
1,392
+1,389
4931
$71.2K ﹤0.01%
+3,302
4932
$71.1K ﹤0.01%
1,298
-1,612
4933
$71K ﹤0.01%
7,031
-1,145
4934
$70.9K ﹤0.01%
3,678
+250
4935
$70.9K ﹤0.01%
620
+130
4936
$70.6K ﹤0.01%
1,866
-313
4937
$70.3K ﹤0.01%
1,391
+991
4938
$70.2K ﹤0.01%
7,130
-755
4939
$70K ﹤0.01%
1,630
4940
$69.8K ﹤0.01%
78,276
-59,031
4941
$69.6K ﹤0.01%
+4,272
4942
$69.4K ﹤0.01%
10,676
+3,841
4943
$69.4K ﹤0.01%
1,284
+1,134
4944
0
4945
$69.2K ﹤0.01%
1,077
4946
$69.2K ﹤0.01%
14,347
-2,162
4947
$69.1K ﹤0.01%
10,056
-7,692
4948
$69.1K ﹤0.01%
16,098
+2,245
4949
$68.9K ﹤0.01%
2,750
+1,668
4950
0