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
5501
$0 ﹤0.01%
5
-782
5502
-1,512
5503
$0 ﹤0.01%
10
5504
$0 ﹤0.01%
70
5505
-13,760
5506
0
5507
-10,000
5508
0
5509
$0 ﹤0.01%
12
-118
5510
-56,283
5511
-385
5512
-21,935
5513
$0 ﹤0.01%
+27
5514
-204
5515
-50,000
5516
-463
5517
-109,736
5518
0
5519
$0 ﹤0.01%
48
5520
$0 ﹤0.01%
13
-232
5521
-134,248
5522
-84
5523
-631
5524
-150,000
5525
-170,618