JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.49%
 

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
+26.49%
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
$0 ﹤0.01%
130
5402
-9,233
5403
$0 ﹤0.01%
54
-7,449
5404
-281,503
5405
-94,322
5406
$0 ﹤0.01%
85
-53,820
5407
-191
5408
$0 ﹤0.01%
332
-47,487
5409
-20,841
5410
-3,022
5411
$0 ﹤0.01%
24
5412
-49,972
5413
-153,061
5414
-557,828
5415
0
5416
-1,648,757
5417
-12,781
5418
0
5419
-1,524,382
5420
-30,246
5421
-48,707
5422
-100,000
5423
-16,000
5424
-1,302,946
5425
-6,499,895