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
$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
6476
-13,748
6477
-4
6478
-100
6479
-1
6480
-46
6481
-701
6482
-1
6483
-5,760
6484
-44,125
6485
0
6486
-19,085
6487
-10,750
6488
-150,000
6489
-154
6490
-100
6491
-9
6492
-7,381
6493
-6,964
6494
-1
6495
-1,534
6496
-2
6497
-3
6498
-1,808
6499
-64
6500
-1,011