JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.31T
AUM Growth
+$48.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,769
New
Increased
Reduced
Closed

Top Buys

1 +$4.74B
2 +$4.2B
3 +$4.11B
4
AMZN icon
Amazon
AMZN
+$3.76B
5
AAPL icon
Apple
AAPL
+$3.65B

Top Sells

1 +$1.44B
2 +$1.23B
3 +$1.19B
4
PYPL icon
PayPal
PYPL
+$1.08B
5
CSX icon
CSX Corp
CSX
+$980M

Sector Composition

1 Technology 21.89%
2 Financials 10.95%
3 Consumer Discretionary 10.24%
4 Healthcare 9.4%
5 Communication Services 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6401
-8,842
6402
-173
6403
-6,187
6404
-522
6405
0
6406
-9,006
6407
-362
6408
0
6409
-538
6410
-125
6411
-100
6412
-518
6413
-2
6414
-41
6415
-3,058
6416
-57
6417
-208
6418
0
6419
-11,418
6420
-350
6421
-156
6422
-343,011
6423
-2,900
6424
-2,322
6425
-149,280