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
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.47B
2 +$3.17B
3 +$2.05B
4
AMZN icon
Amazon
AMZN
+$1.96B
5
META icon
Meta Platforms (Facebook)
META
+$1.6B

Top Sells

1 +$1.72B
2 +$1.31B
3 +$1.26B
4
ADP icon
Automatic Data Processing
ADP
+$1.17B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.08B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.98%
4 Consumer Discretionary 9.25%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5026
$9K ﹤0.01%
1,535
-13,918
5027
$9K ﹤0.01%
775
5028
$9K ﹤0.01%
260
5029
$9K ﹤0.01%
+375
5030
$9K ﹤0.01%
1,326
+1,173
5031
$9K ﹤0.01%
1,911
+168
5032
$9K ﹤0.01%
112
-100
5033
$9K ﹤0.01%
203
5034
$9K ﹤0.01%
330
+143
5035
$9K ﹤0.01%
329
+27
5036
$9K ﹤0.01%
2,701
5037
$9K ﹤0.01%
1,851
+1,251
5038
$9K ﹤0.01%
210
+113
5039
$9K ﹤0.01%
28,464
+7,324
5040
0
5041
$9K ﹤0.01%
157
+57
5042
$8.84K ﹤0.01%
+360
5043
$8.69K ﹤0.01%
+384
5044
$8.59K ﹤0.01%
+350
5045
$8.37K ﹤0.01%
+361
5046
$8.06K ﹤0.01%
+372
5047
$8K ﹤0.01%
789
-1,977
5048
$8K ﹤0.01%
+738
5049
$8K ﹤0.01%
+469
5050
$8K ﹤0.01%
1,214
+1,060