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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
$778B
AUM Growth
+$81B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,911
New
Increased
Reduced
Closed

Top Buys

1 +$3.58B
2 +$2.7B
3 +$1.71B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.57B
5
META icon
Meta Platforms (Facebook)
META
+$1.51B

Top Sells

1 +$1.51B
2 +$1.23B
3 +$920M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$817M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$794M

Sector Composition

1 Technology 16.81%
2 Financials 11.9%
3 Consumer Discretionary 10.52%
4 Healthcare 10.31%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5001
$10K ﹤0.01%
411
-17,217
5002
$10K ﹤0.01%
110
5003
$10K ﹤0.01%
1,266
-3,290
5004
$10K ﹤0.01%
7
-27
5005
$10K ﹤0.01%
200
5006
$10K ﹤0.01%
398
5007
$10K ﹤0.01%
+1,340
5008
$10K ﹤0.01%
+400
5009
$10K ﹤0.01%
+876
5010
$10K ﹤0.01%
644
-17,741
5011
$10K ﹤0.01%
+557
5012
$10K ﹤0.01%
1,000
-692,940
5013
$9K ﹤0.01%
85
+37
5014
$9K ﹤0.01%
717
+711
5015
$9K ﹤0.01%
36
-13
5016
$9K ﹤0.01%
72
-130
5017
$9K ﹤0.01%
143
-77
5018
$9K ﹤0.01%
+5
5019
$9K ﹤0.01%
14
-6
5020
$9K ﹤0.01%
603
-5
5021
$9K ﹤0.01%
1,001
-4,223
5022
$9K ﹤0.01%
331
-1,898
5023
$9K ﹤0.01%
250
+150
5024
$9K ﹤0.01%
56
+53
5025
$9K ﹤0.01%
330
-16,008