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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
$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
ExxonMobil
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 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5201
$7K ﹤0.01%
127
-750
5202
$7K ﹤0.01%
1,912
+3
5203
$7K ﹤0.01%
112
+76
5204
$7K ﹤0.01%
+301
5205
$7K ﹤0.01%
+256
5206
$7K ﹤0.01%
200
5207
$7K ﹤0.01%
2,262
-2,438
5208
$7K ﹤0.01%
2,800
+1,400
5209
$7K ﹤0.01%
2,429
-983
5210
0
5211
$7K ﹤0.01%
469
5212
$7K ﹤0.01%
+1,400
5213
$6K ﹤0.01%
233
-179
5214
$6K ﹤0.01%
855
-4,142
5215
$6K ﹤0.01%
+139
5216
$6K ﹤0.01%
+759
5217
$6K ﹤0.01%
+1,152
5218
$6K ﹤0.01%
+185
5219
$6K ﹤0.01%
50
-282
5220
$6K ﹤0.01%
265
+247
5221
0
5222
$6K ﹤0.01%
424
-3,639
5223
$6K ﹤0.01%
+1,647
5224
$6K ﹤0.01%
300
-32
5225
$6K ﹤0.01%
+2,723