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
26
$8.46B 0.54%
75,037,503
-19,672,024
27
$7.83B 0.5%
10,268,155
-2,242,818
28
$7.75B 0.49%
67,714,612
+12,326,183
29
$7.66B 0.49%
47,253,986
+1,335,936
30
$7.37B 0.47%
22,187,249
+3,144,528
31
$7.32B 0.47%
97,008,700
-204,129
32
$7.27B 0.46%
39,513,215
+6,450,860
33
$7.22B 0.46%
10,570,107
+1,748,269
34
$7.19B 0.46%
19,221,428
-4,670,261
35
$7.17B 0.46%
133,084,547
+18,724,516
36
$7.06B 0.45%
45,480,898
+4,173,015
37
$6.84B 0.44%
24,492,362
-3,887,653
38
$6.62B 0.42%
69,819,768
+855,742
39
$6.55B 0.42%
15,525,010
+1,433,563
40
$6.51B 0.41%
74,584,868
-1,641,172
41
$6.41B 0.41%
18,554,646
-1,441,577
42
$6.33B 0.4%
12,583,561
-1,177,092
43
$6.32B 0.4%
34,666,018
+18,587,777
44
$6.3B 0.4%
20,338,533
+3,330,205
45
$6.27B 0.4%
29,027,875
+2,215,825
46
$5.95B 0.38%
37,412,736
-1,746,073
47
$5.82B 0.37%
87,809,458
+7,551,356
48
$5.78B 0.37%
60,587,654
-10,016,576
49
$5.64B 0.36%
28,732,520
-3,074,104
50
$5.57B 0.36%
6,998,413
-29,288