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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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$4.65B
2 +$2.08B
3 +$2.05B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
MU icon
Micron Technology
MU
+$1.39B

Top Sells

1 +$2.4B
2 +$2.11B
3 +$1.64B
4
CRM icon
Salesforce
CRM
+$1.54B
5
ADBE icon
Adobe
ADBE
+$1.41B

Sector Composition

1 Technology 25.25%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6401
-1,563
6402
-24
6403
-313
6404
-100
6405
-1
6406
-578
6407
-36,317
6408
-2,321
6409
-1,322
6410
-2,485
6411
-26,380
6412
-12,745
6413
-1,583
6414
-285
6415
-12,630
6416
$0 ﹤0.01%
1
-51,403
6417
-3,507
6418
0
6419
-7,224
6420
-440,809
6421
$0 ﹤0.01%
1
6422
$0 ﹤0.01%
1
-20,343
6423
-1
6424
-42
6425
-83