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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
1651
$24.4M ﹤0.01%
863,146
-20,821
1652
$24.3M ﹤0.01%
382,450
+181,733
1653
$24.3M ﹤0.01%
138,868
-614,165
1654
$24.2M ﹤0.01%
535,389
+237,363
1655
$24.2M ﹤0.01%
61,900
-59,902
1656
$24.2M ﹤0.01%
206,737
+52,444
1657
$24.1M ﹤0.01%
242,924
-18,373
1658
$24M ﹤0.01%
+1,610,863
1659
$24M ﹤0.01%
463,540
+237,575
1660
$23.9M ﹤0.01%
624,671
-69,233
1661
$23.9M ﹤0.01%
2,252,760
-296,186
1662
$23.9M ﹤0.01%
325,587
-8,952
1663
$23.9M ﹤0.01%
711,866
-488,663
1664
$23.8M ﹤0.01%
684,783
+58,350
1665
$23.8M ﹤0.01%
553,146
+408,117
1666
$23.8M ﹤0.01%
412,701
-239,333
1667
$23.8M ﹤0.01%
589,019
+107,290
1668
$23.7M ﹤0.01%
421,330
+252,582
1669
$23.7M ﹤0.01%
323,182
+62,341
1670
$23.7M ﹤0.01%
1,042,319
-615,243
1671
$23.6M ﹤0.01%
846,317
-93,212
1672
$23.5M ﹤0.01%
839,542
-211,473
1673
$23.5M ﹤0.01%
1,393,829
+244,030
1674
$23.4M ﹤0.01%
1,252,450
-13,853
1675
$23.3M ﹤0.01%
763,935
+17,675