JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,546
New
Increased
Reduced
Closed

Top Buys

1 +$5.77B
2 +$5.31B
3 +$3.14B
4
META icon
Meta Platforms (Facebook)
META
+$2.76B
5
AAPL icon
Apple
AAPL
+$2.6B

Top Sells

1 +$3.22B
2 +$1.77B
3 +$744M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$710M
5
TFC icon
Truist Financial
TFC
+$605M

Sector Composition

1 Technology 20.52%
2 Healthcare 11.04%
3 Financials 9.44%
4 Consumer Discretionary 8.87%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
5751
-223,002
5752
-31
5753
-100
5754
-3,073
5755
-629,477
5756
-26,791
5757
-264
5758
-448
5759
-1,805
5760
-9,915
5761
-50
5762
-12,510
5763
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5764
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5765
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5766
-7,280
5767
-5,915
5768
-23,611
5769
-4,636
5770
-4,206
5771
-1,541,585
5772
-2,330
5773
-79
5774
-9,059
5775
-411,933