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
$857B
AUM Growth
-$16.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,847
New
Increased
Reduced
Closed

Top Buys

1 +$3.72B
2 +$2.99B
3 +$2.6B
4
MA icon
Mastercard
MA
+$1.47B
5
META icon
Meta Platforms (Facebook)
META
+$1.31B

Top Sells

1 +$4.62B
2 +$3.37B
3 +$1.93B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$1.93B
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.64B

Sector Composition

1 Technology 20.05%
2 Healthcare 11.18%
3 Financials 9.56%
4 Consumer Discretionary 9.09%
5 Industrials 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6426
-59,870
6427
-100,000
6428
-6,905
6429
-10
6430
-52,899
6431
-677,899
6432
-239,140
6433
-1,733,667
6434
-89,790
6435
-839,125
6436
-372
6437
0
6438
-56,610
6439
-495
6440
-25,000
6441
-24,867
6442
-63
6443
-3,905
6444
-949
6445
-148
6446
-11
6447
-17
6448
-5,000
6449
-54
6450
-11