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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
1501
$31.4M ﹤0.01%
366,715
+76,571
1502
$31.4M ﹤0.01%
243,479
-82,480
1503
$31.3M ﹤0.01%
1,218,185
+95,430
1504
$31.3M ﹤0.01%
1,052,701
-332,578
1505
$31.3M ﹤0.01%
882,139
-130,571
1506
$31.2M ﹤0.01%
2,276,448
+79,685
1507
$31.2M ﹤0.01%
546,691
+27,474
1508
$31.2M ﹤0.01%
165,183
-20,669
1509
$31.1M ﹤0.01%
2,438,333
-41,580
1510
$31M ﹤0.01%
1,407,825
+184,769
1511
$31M ﹤0.01%
1,410,223
+926,177
1512
$31M ﹤0.01%
2,954,166
+95,069
1513
$30.9M ﹤0.01%
1,977,268
-236,486
1514
$30.9M ﹤0.01%
2,011,182
+1,948,783
1515
$30.9M ﹤0.01%
1,289,549
+41,093
1516
$30.9M ﹤0.01%
519,265
+80,038
1517
$30.9M ﹤0.01%
376,039
+109,915
1518
$30.9M ﹤0.01%
493,821
+300,519
1519
$30.7M ﹤0.01%
148,045
+7,978
1520
$30.7M ﹤0.01%
419,094
+140,246
1521
$30.6M ﹤0.01%
422,752
+63,765
1522
$30.6M ﹤0.01%
539,133
+283,706
1523
$30.4M ﹤0.01%
250,513
+62,785
1524
$30.3M ﹤0.01%
657,797
+38,690
1525
$30.2M ﹤0.01%
342,889
-59,675