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
$698B
AUM Growth
+$75.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,606
New
Increased
Reduced
Closed

Top Buys

1 +$1.79B
2 +$1.72B
3 +$1.6B
4
DE icon
Deere & Co
DE
+$1.34B
5
AMZN icon
Amazon
AMZN
+$1.24B

Top Sells

1 +$1.61B
2 +$1.54B
3 +$1.51B
4
CRM icon
Salesforce
CRM
+$1.32B
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.13B

Sector Composition

1 Technology 16.78%
2 Financials 11.88%
3 Consumer Discretionary 10.86%
4 Healthcare 10.26%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5101
-200,000
5102
-250,000
5103
$0 ﹤0.01%
21
-549
5104
-12
5105
-153,422
5106
-300
5107
-233,288
5108
$0 ﹤0.01%
28
-47,338
5109
0
5110
$0 ﹤0.01%
51
-5
5111
0
5112
$0 ﹤0.01%
1
-249,969
5113
-200,000
5114
-400,010
5115
0
5116
-150,000
5117
-200,000
5118
-249,000
5119
-935,655
5120
0
5121
-321,159
5122
-174,264
5123
-182,316
5124
-91,622
5125
-136,361