We are live on ! Find out more
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
476
$349M 0.02%
1,125,343
-553,927
477
$348M 0.02%
43,318
+1,718
478
$348M 0.02%
1,368,544
-278,114
479
$347M 0.02%
2,601,215
-817,482
480
$345M 0.02%
1,843,852
-1,432,474
481
$345M 0.02%
7,429,426
+578,800
482
$343M 0.02%
5,284,190
+2,067,134
483
$343M 0.02%
4,089,116
-141,556
484
$342M 0.02%
1,040,034
-397,669
485
$340M 0.02%
2,732,936
+397,056
486
$339M 0.02%
5,788,874
-553,685
487
$337M 0.02%
1,535,888
-10,404
488
$336M 0.02%
55,790,048
-4,665,541
489
$335M 0.02%
3,886,920
+1,320,420
490
$334M 0.02%
4,435,696
-510,050
491
$332M 0.02%
3,954,320
+481,447
492
$332M 0.02%
3,112,217
-54,127
493
$331M 0.02%
20,414,854
-473,462
494
$331M 0.02%
13,994,032
-1,175,438
495
$330M 0.02%
4,010,859
+167,317
496
$328M 0.02%
3,124,182
-119,036
497
$328M 0.02%
2,543,558
-968,414
498
$327M 0.02%
7,597,335
+1,822,797
499
$327M 0.02%
7,042,214
-638,555
500
$326M 0.02%
3,963,647
+890,619