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
$675B
AUM Growth
-$98.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,292
New
Increased
Reduced
Closed

Top Buys

1 +$4.16B
2 +$2.29B
3 +$2B
4
UNH icon
UnitedHealth
UNH
+$1.76B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.42B

Top Sells

1 +$4.61B
2 +$1.58B
3 +$689M
4
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$659M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$647M

Sector Composition

1 Technology 15.99%
2 Healthcare 13.32%
3 Financials 11.16%
4 Consumer Discretionary 8.38%
5 Industrials 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5401
-50,000
5402
$0 ﹤0.01%
14
5403
-264,376
5404
-50,000
5405
0
5406
-68,205
5407
0
5408
$0 ﹤0.01%
492
5409
-43,309
5410
-109,708
5411
-86,735
5412
0
5413
$0 ﹤0.01%
192
-38,744
5414
-50,000
5415
-92,185
5416
0
5417
-421,091
5418
$0 ﹤0.01%
+3
5419
-150,000
5420
-50,000
5421
0
5422
$0 ﹤0.01%
32
+4
5423
-95,474
5424
-90,315
5425
-1,004,092