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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
1326
$43.7M ﹤0.01%
335,471
-14,602
1327
$43.5M ﹤0.01%
727,906
+76,010
1328
$43.5M ﹤0.01%
227,248
+64,825
1329
$43.2M ﹤0.01%
1,116,493
+1,114,354
1330
$43.2M ﹤0.01%
679,469
-347,960
1331
$42.9M ﹤0.01%
1,737,992
+561,811
1332
$42.8M ﹤0.01%
1,146,067
+37,010
1333
$42.7M ﹤0.01%
3,247,564
-123,921
1334
$42.7M ﹤0.01%
134,328
+12,853
1335
$42.7M ﹤0.01%
1,514,115
+158,199
1336
$42.7M ﹤0.01%
83,687
-109,874
1337
$42.6M ﹤0.01%
3,365,245
+278,466
1338
$42.2M ﹤0.01%
142,334
+2,506
1339
$42.1M ﹤0.01%
769,897
+176,639
1340
$42M ﹤0.01%
191,400
-3,314
1341
$42M ﹤0.01%
859,883
-71,008
1342
$42M ﹤0.01%
708,422
+96,374
1343
$42M ﹤0.01%
140,696
-7,871
1344
$41.9M ﹤0.01%
405,846
+10,550
1345
$41.9M ﹤0.01%
+2,212,666
1346
$41.6M ﹤0.01%
654,102
-4,142,874
1347
$41.5M ﹤0.01%
228,335
-35,654
1348
$41.4M ﹤0.01%
1,642,526
+31,961
1349
$41.1M ﹤0.01%
1,153,045
-640,860
1350
$41.1M ﹤0.01%
241,682
-58,776