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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$74.3M 0.01%
1,214,707
-241,183
1002
$74.2M 0.01%
236,324
+35,561
1003
$73.9M 0.01%
1,171,331
+756,134
1004
$73.5M 0.01%
225,141
-13,608
1005
$73.5M 0.01%
914,919
+74,973
1006
$73.4M 0.01%
342,221
-115,166
1007
$73.3M 0.01%
895,713
+16,852
1008
$73.3M 0.01%
1,871,300
-45,890
1009
$73M 0.01%
649,186
-30,509
1010
$73M 0.01%
1,321,570
-190,479
1011
$73M 0.01%
1,462,281
-2,148,989
1012
$72.9M 0.01%
100
-25
1013
$72.8M 0.01%
366,868
+7,522
1014
$72.7M 0.01%
5,633,697
+2,925,853
1015
$72.6M 0.01%
1,131,417
-109,646
1016
$72.3M 0.01%
1,211,498
+59,003
1017
$72.2M 0.01%
5,185,440
-1,429,059
1018
$72.1M 0.01%
1,863,267
-493,020
1019
$72M 0.01%
652,562
+3,441
1020
$72M 0.01%
722,759
-156,568
1021
$72M 0.01%
229,418
+13,268
1022
$71.9M ﹤0.01%
451,734
-28,003
1023
$71.7M ﹤0.01%
1,329,253
-1,649,095
1024
$71.6M ﹤0.01%
406,689
+38,169
1025
$71.5M ﹤0.01%
544,151
+28,520