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
$1.16T
AUM Growth
+$35.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,729
New
Increased
Reduced
Closed

Top Buys

1 +$4.65B
2 +$2.08B
3 +$2.05B
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.64B
5
MU icon
Micron Technology
MU
+$1.39B

Top Sells

1 +$2.4B
2 +$2.11B
3 +$1.64B
4
CRM icon
Salesforce
CRM
+$1.54B
5
ADBE icon
Adobe
ADBE
+$1.41B

Sector Composition

1 Technology 25.25%
2 Healthcare 9.71%
3 Consumer Discretionary 9.24%
4 Financials 9.04%
5 Industrials 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1201
$43.4M ﹤0.01%
413,896
-383,179
1202
$43.2M ﹤0.01%
2,797,395
-66,018
1203
$43.1M ﹤0.01%
172,786
+10,338
1204
$43.1M ﹤0.01%
2,894,607
-345,266
1205
$42.9M ﹤0.01%
2,347,692
-132,430
1206
$42.8M ﹤0.01%
670,826
-165,898
1207
$42.8M ﹤0.01%
1,287,986
-79,166
1208
$42.8M ﹤0.01%
1,582,720
-1,970,057
1209
$42.7M ﹤0.01%
436,713
-30,984
1210
$42.6M ﹤0.01%
13,982,264
+455,506
1211
$42.5M ﹤0.01%
190,239
+79,706
1212
$42.5M ﹤0.01%
1,110,216
-2,082,695
1213
$42.5M ﹤0.01%
187,737
-78,707
1214
$42.3M ﹤0.01%
5,010,314
-323,421
1215
$42.2M ﹤0.01%
1,205,359
+559,537
1216
$42.1M ﹤0.01%
1,361,933
-145,857
1217
$41.8M ﹤0.01%
657,715
-48,053
1218
$41.8M ﹤0.01%
1,787,042
-211,163
1219
$41.7M ﹤0.01%
186,385
+6,774
1220
$41.6M ﹤0.01%
259,172
+20,383
1221
$41.5M ﹤0.01%
501,196
-272,934
1222
$41.5M ﹤0.01%
1,496,308
+46,762
1223
$41.4M ﹤0.01%
696,338
+15,393
1224
$41.4M ﹤0.01%
910,076
-38,380
1225
$41.2M ﹤0.01%
6,455,262
+3,903,504