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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
1026
$76.8M ﹤0.01%
434,327
-88,949
1027
$76.7M ﹤0.01%
1,336,556
-30,135
1028
$76.5M ﹤0.01%
1,137,585
+219,097
1029
$76.3M ﹤0.01%
1,057,299
-460,248
1030
$76.3M ﹤0.01%
917,122
+64,920
1031
$76.3M ﹤0.01%
554,007
+43,956
1032
$76M ﹤0.01%
882,222
+875,082
1033
$75.9M ﹤0.01%
263,779
-90,041
1034
$75.6M ﹤0.01%
439,438
-123,763
1035
$75.4M ﹤0.01%
753,111
+30,674
1036
$75.3M ﹤0.01%
2,092,660
-380,976
1037
$75.1M ﹤0.01%
802,505
+388,583
1038
$74.9M ﹤0.01%
433,600
+72,923
1039
$74.8M ﹤0.01%
1,108,008
-158,315
1040
$74.7M ﹤0.01%
6,844,151
-145,639
1041
$74.7M ﹤0.01%
99
-1
1042
$74.3M ﹤0.01%
1,422,206
+45,662
1043
$74.2M ﹤0.01%
1,074,504
-56,913
1044
$74.2M ﹤0.01%
1,639,745
+603,635
1045
$74.1M ﹤0.01%
538,035
+16,506
1046
$74.1M ﹤0.01%
554,168
+21,019
1047
$74M ﹤0.01%
374,027
+228,603
1048
$74M ﹤0.01%
1,267,884
-94,678
1049
$73.9M ﹤0.01%
318,478
+82,154
1050
$73.8M ﹤0.01%
384,160
+17,292