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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.29B
2 +$2.1B
3 +$1.67B
4
ABBV icon
AbbVie
ABBV
+$1.6B
5
XOM icon
Exxon Mobil
XOM
+$1.5B

Top Sells

1 +$3.99B
2 +$1.33B
3 +$1.15B
4
TSLA icon
Tesla
TSLA
+$1.05B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.04B

Sector Composition

1 Technology 17.22%
2 Healthcare 11.68%
3 Financials 11.61%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5126
$11K ﹤0.01%
1,140
-163,960
5127
$11K ﹤0.01%
1,005
5128
0
5129
$11K ﹤0.01%
5,134
5130
$11K ﹤0.01%
2,409
+604
5131
$11K ﹤0.01%
569
5132
$11K ﹤0.01%
439
5133
$11K ﹤0.01%
+93
5134
$11K ﹤0.01%
+1,300
5135
$11K ﹤0.01%
+2
5136
$11K ﹤0.01%
3,431
+622
5137
0
5138
0
5139
$10K ﹤0.01%
+543
5140
$10K ﹤0.01%
3,933
+1,139
5141
$10K ﹤0.01%
+94
5142
$10K ﹤0.01%
474
-34
5143
$10K ﹤0.01%
+133
5144
$10K ﹤0.01%
908
+605
5145
0
5146
$10K ﹤0.01%
889
-240
5147
$10K ﹤0.01%
844
-1,215
5148
$10K ﹤0.01%
+355
5149
$10K ﹤0.01%
100
5150
$10K ﹤0.01%
1,022
-253