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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
1226
$53.3M ﹤0.01%
1,930,046
-1,951,520
1227
$53.2M ﹤0.01%
438,970
-12,853
1228
$53.2M ﹤0.01%
495,225
-13,986
1229
$52.9M ﹤0.01%
238,240
+37,743
1230
$52.8M ﹤0.01%
1,907,831
+214,977
1231
$52.8M ﹤0.01%
1,495,511
+170,639
1232
$52.6M ﹤0.01%
588,931
+11,704
1233
$52.4M ﹤0.01%
1,258,722
+926,765
1234
$52.4M ﹤0.01%
973,118
-24,122
1235
$52.4M ﹤0.01%
350,084
-7,815
1236
$52.3M ﹤0.01%
901,813
+195,850
1237
$52.2M ﹤0.01%
446,171
-14,472
1238
$52.1M ﹤0.01%
254,062
-21,487
1239
$51.9M ﹤0.01%
667,619
-29,394
1240
$51.9M ﹤0.01%
1,312,474
-58,280
1241
$51.8M ﹤0.01%
2,130,912
-160,926
1242
$51.8M ﹤0.01%
556,178
-106,696
1243
$51.7M ﹤0.01%
2,560,269
-7,426
1244
$51.5M ﹤0.01%
4,437,063
+298,013
1245
$51.3M ﹤0.01%
777,353
+218,514
1246
$51.3M ﹤0.01%
208,919
+10,148
1247
$51.1M ﹤0.01%
4,478,088
+3,544,672
1248
$51.1M ﹤0.01%
219,862
+15,872
1249
$51M ﹤0.01%
3,315,150
+255,641
1250
$50.9M ﹤0.01%
980,426
+40,447