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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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5351
$14.8K ﹤0.01%
+1,888
5352
$14.7K ﹤0.01%
5,851
-67,552
5353
$14.5K ﹤0.01%
+208
5354
$14.4K ﹤0.01%
285
5355
$14.2K ﹤0.01%
278
5356
$14.1K ﹤0.01%
4,945
+3,168
5357
$14.1K ﹤0.01%
2,924
+575
5358
$14.1K ﹤0.01%
640
+508
5359
$14K ﹤0.01%
+291
5360
$14K ﹤0.01%
187
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5361
$13.9K ﹤0.01%
+600
5362
$13.7K ﹤0.01%
+1,949
5363
$13.7K ﹤0.01%
4,005
+848
5364
$13.6K ﹤0.01%
250
5365
$13.5K ﹤0.01%
+380
5366
$13.5K ﹤0.01%
498
-1,676
5367
$13.5K ﹤0.01%
1,200
+242
5368
$13.3K ﹤0.01%
303
-291
5369
$13.1K ﹤0.01%
4,295
-790
5370
$12.9K ﹤0.01%
102
5371
$12.8K ﹤0.01%
556
5372
$12.7K ﹤0.01%
+200
5373
$12.6K ﹤0.01%
+410
5374
$12.6K ﹤0.01%
789
+20
5375
$12.5K ﹤0.01%
+432