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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
1551
$28.8M ﹤0.01%
684,396
+626,475
1552
$28.7M ﹤0.01%
4,391,256
+3,189,695
1553
$28.7M ﹤0.01%
244,805
+24,278
1554
$28.7M ﹤0.01%
459,228
+106,224
1555
$28.7M ﹤0.01%
1,018,234
-420,892
1556
$28.6M ﹤0.01%
499,440
+6,410
1557
$28.6M ﹤0.01%
868,083
+42,118
1558
$28.5M ﹤0.01%
313,156
+115,890
1559
$28.5M ﹤0.01%
973,548
+6,253
1560
$28.5M ﹤0.01%
383,463
+25,022
1561
$28.5M ﹤0.01%
1,402,665
+918,635
1562
$28.4M ﹤0.01%
1,220,938
+1,083,208
1563
$28.4M ﹤0.01%
221,713
-3,543
1564
$28.4M ﹤0.01%
1,046,781
-170,687
1565
$28.4M ﹤0.01%
1,011,706
+3,789
1566
$28.3M ﹤0.01%
1,456,155
+29,084
1567
$28.1M ﹤0.01%
1,441,612
+11,480
1568
$28.1M ﹤0.01%
782,690
-702,725
1569
$28.1M ﹤0.01%
267,560
-76,791
1570
$28M ﹤0.01%
551,723
-97,712
1571
$28M ﹤0.01%
330,886
+50,902
1572
$28M ﹤0.01%
428,410
-7,227
1573
$28M ﹤0.01%
1,385,110
-356,346
1574
$27.8M ﹤0.01%
206,476
-48,087
1575
$27.7M ﹤0.01%
741,801
-113,917