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
$770B
AUM Growth
+$64.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,466
New
Increased
Reduced
Closed

Top Buys

1 +$5.47B
2 +$3.17B
3 +$2.05B
4
AMZN icon
Amazon
AMZN
+$1.96B
5
META icon
Meta Platforms (Facebook)
META
+$1.6B

Top Sells

1 +$1.72B
2 +$1.31B
3 +$1.26B
4
ADP icon
Automatic Data Processing
ADP
+$1.17B
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.08B

Sector Composition

1 Technology 18.3%
2 Healthcare 11.5%
3 Financials 9.98%
4 Consumer Discretionary 9.25%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5701
-48
5702
-381,880
5703
-13,785
5704
-20
5705
-60,632
5706
-7,499
5707
-16,802
5708
-169,805
5709
-24,083
5710
-492
5711
-3,861
5712
-473,309
5713
-61,727
5714
-153,910
5715
-234,535
5716
-38
5717
-47,025
5718
-360,960
5719
-15,807
5720
-1,013,546
5721
-601,971
5722
-25,532
5723
-2,890
5724
-192
5725
-8,748