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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
1401
$37.4M ﹤0.01%
260,853
+128,468
1402
$37.4M ﹤0.01%
357,780
+89,673
1403
$37.3M ﹤0.01%
1,899,868
-707,245
1404
$37.2M ﹤0.01%
544,973
+184,303
1405
$37.2M ﹤0.01%
2,080,744
-58,364
1406
$37.1M ﹤0.01%
947,631
-1,320,708
1407
$37M ﹤0.01%
1,022,845
-1,063,945
1408
$37M ﹤0.01%
1,302,498
-156,399
1409
$37M ﹤0.01%
437,026
-77,429
1410
$36.9M ﹤0.01%
1,009,558
+22,186
1411
$36.8M ﹤0.01%
132,658
-3,657
1412
$36.8M ﹤0.01%
141,542
+92,676
1413
$36.7M ﹤0.01%
3,915,836
-343,513
1414
$36.6M ﹤0.01%
273,448
-163,008
1415
$36.5M ﹤0.01%
744,056
-103,089
1416
$36.4M ﹤0.01%
1,228,015
+24,524
1417
$36.2M ﹤0.01%
1,304,419
+1,258,507
1418
$36.2M ﹤0.01%
797,419
-82,561
1419
$36.2M ﹤0.01%
2,826,292
-117,042
1420
$36.1M ﹤0.01%
288,287
-8,412
1421
$36.1M ﹤0.01%
339,136
+18,696
1422
$36.1M ﹤0.01%
2,374,440
+501,725
1423
$36.1M ﹤0.01%
174,357
+9,935
1424
$36M ﹤0.01%
530,619
-210,042
1425
$36M ﹤0.01%
205,898
+24,239