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
1626
$22.8M ﹤0.01%
585,960
-142,832
1627
$22.7M ﹤0.01%
418,432
+64,227
1628
$22.7M ﹤0.01%
679,753
+667,519
1629
$22.7M ﹤0.01%
1,149,799
+51,764
1630
$22.6M ﹤0.01%
1,482,804
+1,452,692
1631
$22.6M ﹤0.01%
938,088
-50,701
1632
$22.6M ﹤0.01%
366,904
+9,206
1633
$22.6M ﹤0.01%
198,859
+64,795
1634
$22.5M ﹤0.01%
566,758
+81,430
1635
$22.5M ﹤0.01%
567,032
-74,684
1636
$22.5M ﹤0.01%
255,837
+247,171
1637
$22.5M ﹤0.01%
1,536,099
+1,402,156
1638
$22.4M ﹤0.01%
942,789
+4,638
1639
$22.4M ﹤0.01%
1,034,597
+591,975
1640
$22.3M ﹤0.01%
802,903
-153,218
1641
$22.2M ﹤0.01%
174,425
-49,830
1642
$22.1M ﹤0.01%
851,840
-405,840
1643
$22.1M ﹤0.01%
710,883
-12,487
1644
$22.1M ﹤0.01%
2,548,946
+97,149
1645
$22.1M ﹤0.01%
461,941
-130,054
1646
$22.1M ﹤0.01%
214,550
+80,486
1647
$22.1M ﹤0.01%
92,547
+21,596
1648
$22.1M ﹤0.01%
1,000,366
+100,477
1649
$22.1M ﹤0.01%
317,998
-33,358
1650
$22M ﹤0.01%
105,493
-13,950