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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
$1.12T
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
6176
-97
6177
-1
6178
-48
6179
-15,720
6180
-6,288
6181
-35,004
6182
-79,633
6183
-35,062
6184
-2,046
6185
-220
6186
-10,107
6187
-657
6188
-172
6189
-8
6190
-5,996
6191
-107
6192
-4,879
6193
-169
6194
-385,857
6195
-41
6196
-64
6197
-22,130
6198
-3,116
6199
0
6200
-3,811