JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1576
$24.6M ﹤0.01%
445,692
-23,207
1577
$24.6M ﹤0.01%
220,527
-4,573
1578
$24.6M ﹤0.01%
310,072
+125,398
1579
$24.4M ﹤0.01%
72,605
-27,335
1580
$24.4M ﹤0.01%
582,601
+4,507
1581
$24.4M ﹤0.01%
480,276
+192,340
1582
$24.4M ﹤0.01%
334,539
-79,223
1583
$24.3M ﹤0.01%
358,441
-130,766
1584
$24.3M ﹤0.01%
266,124
+31,827
1585
$24.3M ﹤0.01%
626,433
+621,233
1586
$24.3M ﹤0.01%
573,701
+27,448
1587
$24.2M ﹤0.01%
+1,791,270
1588
$24.2M ﹤0.01%
127,463
+1,688
1589
$24.2M ﹤0.01%
315,876
-3,687
1590
$24M ﹤0.01%
358,987
-190,070
1591
$24M ﹤0.01%
250,872
+9,638
1592
$24M ﹤0.01%
290,144
-61,083
1593
$24M ﹤0.01%
549,021
-477,868
1594
$24M ﹤0.01%
439,227
-32,009
1595
$24M ﹤0.01%
654,876
+542,313
1596
$23.9M ﹤0.01%
577,882
-12,629
1597
$23.9M ﹤0.01%
3,438,771
+236,040
1598
$23.8M ﹤0.01%
1,582,771
+689
1599
$23.8M ﹤0.01%
777,637
+76,330
1600
$23.8M ﹤0.01%
939,529
+13,906