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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
$979B
AUM Growth
+$122B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,985
New
Increased
Reduced
Closed

Top Buys

1 +$3.46B
2 +$2.83B
3 +$2.1B
4
AVGO icon
Broadcom
AVGO
+$1.33B
5
SYK icon
Stryker
SYK
+$1.24B

Top Sells

1 +$3.18B
2 +$2.39B
3 +$2.35B
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.07B
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$1.5B

Sector Composition

1 Technology 21.82%
2 Healthcare 10.29%
3 Financials 9.88%
4 Consumer Discretionary 9.44%
5 Industrials 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6351
-173,327
6352
-25,000
6353
-33
6354
-285,470
6355
-1,920
6356
-265,068
6357
-2
6358
-102
6359
-676,571
6360
-13
6361
-11
6362
-582,073
6363
-136,293
6364
-175,026
6365
-48,576
6366
0
6367
-19,777
6368
-1,683,485
6369
-120,782
6370
0
6371
-45,565
6372
-70
6373
-289,771
6374
-1,153
6375
-1,615,087