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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
6401
-10,710
6402
0
6403
-73,332
6404
-1
6405
-456
6406
-161,918
6407
-30
6408
-291
6409
-12,736
6410
-11,450
6411
-4,160
6412
-350,000
6413
-19,690
6414
-26,935
6415
-1,503
6416
$0 ﹤0.01%
1
6417
-7,454
6418
-263
6419
-574
6420
-10,977
6421
-18,632
6422
-168
6423
-3,178
6424
-1,000
6425
-2,500