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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
551
$276M 0.02%
3,134,392
+1,278,877
552
$276M 0.02%
4,618,057
+3,858,174
553
$275M 0.02%
2,069,824
-702,156
554
$274M 0.02%
2,521,094
-1,193,394
555
$274M 0.02%
4,089,606
+480,775
556
$272M 0.02%
2,449,101
-148,996
557
$270M 0.02%
3,196,255
+813,799
558
$268M 0.02%
555,109
-89,148
559
$268M 0.02%
8,386,478
+896,496
560
$267M 0.02%
5,572,805
-6,249
561
$266M 0.02%
2,556,838
-623,538
562
$266M 0.02%
6,251,085
+889,239
563
$265M 0.02%
5,966,410
+4,227,392
564
$265M 0.02%
1,121,811
-436,972
565
$264M 0.02%
1,606,944
+97,183
566
$264M 0.02%
2,795,417
+246,355
567
$264M 0.02%
22,296,581
-681,179
568
$263M 0.02%
2,880,945
-72,704
569
$262M 0.02%
7,881,020
-6,359,939
570
$262M 0.02%
7,617,709
+237,551
571
$260M 0.02%
1,512,587
-295,485
572
$258M 0.02%
556,976
+61,124
573
$253M 0.02%
2,114,013
-945,543
574
$253M 0.02%
1,859,810
-759,657
575
$251M 0.02%
3,377,318
-985,243