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
$1.12T
AUM Growth
+$146B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,913
New
Increased
Reduced
Closed

Top Buys

1 +$4.76B
2 +$4.21B
3 +$3.81B
4
AAPL icon
Apple
AAPL
+$3.39B
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$3.1B

Top Sells

1 +$2.48B
2 +$2.45B
3 +$1.73B
4
ADBE icon
Adobe
ADBE
+$1.59B
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$1.3B

Sector Composition

1 Technology 22.83%
2 Healthcare 10.08%
3 Consumer Discretionary 9.55%
4 Financials 9.44%
5 Industrials 7.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6151
-159,857
6152
-79,000
6153
-41,966
6154
-23
6155
-30,552
6156
0
6157
-309,389
6158
-10,000
6159
0
6160
-124
6161
-142,435
6162
-131,755
6163
-295
6164
-1,195
6165
-47,825
6166
-23
6167
-12,312
6168
-120
6169
-10,650
6170
0
6171
-17
6172
-8,061
6173
-21
6174
-205,105
6175
-1,482,814