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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4951
$38.1K ﹤0.01%
6,138
+6,055
4952
$38K ﹤0.01%
+558
4953
$37.8K ﹤0.01%
8,458
-10,646
4954
$37.6K ﹤0.01%
32,718
+32,672
4955
$36.9K ﹤0.01%
14,422
-15,175
4956
$36.8K ﹤0.01%
4,168
-20,622
4957
$36.7K ﹤0.01%
251
-847
4958
$36.7K ﹤0.01%
1,425
-1,377
4959
$36.7K ﹤0.01%
88,352
-269,605
4960
$36.6K ﹤0.01%
961
+75
4961
$36.6K ﹤0.01%
660
-531
4962
$36.5K ﹤0.01%
+17,552
4963
$36.5K ﹤0.01%
+2,392
4964
$36.5K ﹤0.01%
15,319
-1,429
4965
$36.4K ﹤0.01%
+750
4966
$36.3K ﹤0.01%
750
4967
$36.2K ﹤0.01%
2,677
-423
4968
$36.1K ﹤0.01%
448
-539
4969
$36K ﹤0.01%
902
-302
4970
$35.9K ﹤0.01%
995
-956
4971
$35.4K ﹤0.01%
890
-15,181
4972
$35.4K ﹤0.01%
542
-3,268
4973
$35.3K ﹤0.01%
688
-5
4974
$35.2K ﹤0.01%
698
-20,252
4975
$35.1K ﹤0.01%
2,528
+99