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
6576
-20
6577
-3
6578
-2
6579
-100
6580
-5,107
6581
-4
6582
-63
6583
0
6584
-8,446
6585
0
6586
0
6587
-570
6588
-180
6589
-13,433
6590
-30
6591
-75
6592
-701
6593
-338
6594
-21,813
6595
0
6596
-1,510
6597
-2,002
6598
-463
6599
-73,290
6600
-1,312