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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
$1.57T
AUM Growth
+$115B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,698
New
Increased
Reduced
Closed

Top Buys

1 +$4.98B
2 +$4.54B
3 +$3.01B
4
GEV icon
GE Vernova
GEV
+$2.54B
5
DHR icon
Danaher
DHR
+$2.24B

Top Sells

1 +$3.97B
2 +$2.5B
3 +$2.29B
4
XOM icon
Exxon Mobil
XOM
+$2.19B
5
ISRG icon
Intuitive Surgical
ISRG
+$2B

Sector Composition

1 Technology 27.27%
2 Financials 10.21%
3 Consumer Discretionary 9.89%
4 Communication Services 8.2%
5 Healthcare 7.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$106M 0.01%
3,934,000
-5,000
877
$106M 0.01%
9,441,048
+3,035,760
878
$106M 0.01%
4,299,615
+288,087
879
$105M 0.01%
1,404,304
+1,092,814
880
$105M 0.01%
4,214,953
-339,994
881
$104M 0.01%
267,359
-27,083
882
$104M 0.01%
2,188,532
+31,802
883
$104M 0.01%
4,292,403
-605,912
884
$104M 0.01%
1,459,990
+261,015
885
$104M 0.01%
731,419
+61,844
886
$104M 0.01%
196,704
+8,140
887
$104M 0.01%
247,937
+5,347
888
$104M 0.01%
999,240
-101,165
889
$104M 0.01%
495,315
+330,963
890
$104M 0.01%
3,566,073
+253,558
891
$103M 0.01%
4,372,660
+493,212
892
$103M 0.01%
1,147,235
-176,644
893
$103M 0.01%
1,154,213
+213,452
894
$103M 0.01%
1,424,730
+439,959
895
$103M 0.01%
2,984,792
-5,137
896
$103M 0.01%
2,364,311
+493,011
897
$103M 0.01%
+1,974,144
898
$102M 0.01%
4,071,434
+562,205
899
$102M 0.01%
732,105
+54,526
900
$102M 0.01%
512,605
+20,917