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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
1726
$21.5M ﹤0.01%
991,386
+44,489
1727
$21.5M ﹤0.01%
112,743
-2,479
1728
$21.5M ﹤0.01%
215,078
+25,807
1729
$21.5M ﹤0.01%
338,699
+71,688
1730
$21.3M ﹤0.01%
168,467
+52,547
1731
$21.3M ﹤0.01%
219,834
+16,646
1732
$21.3M ﹤0.01%
1,187,260
+440,278
1733
$21.2M ﹤0.01%
244,989
-16,790
1734
$21.2M ﹤0.01%
217,394
+39,527
1735
$21.2M ﹤0.01%
8,803,557
+879,589
1736
$21.1M ﹤0.01%
1,096,733
+279,216
1737
$21.1M ﹤0.01%
127,322
-8,854
1738
$21.1M ﹤0.01%
354,598
+47,170
1739
$21M ﹤0.01%
901,906
+118,813
1740
$21M ﹤0.01%
754,845
-439,421
1741
$20.9M ﹤0.01%
235,795
-13,462
1742
$20.9M ﹤0.01%
485,849
-19,154
1743
$20.9M ﹤0.01%
147,333
+22,071
1744
$20.9M ﹤0.01%
1,389,205
+867,998
1745
$20.8M ﹤0.01%
6,144,997
+5,180,038
1746
$20.7M ﹤0.01%
292,372
+283,372
1747
$20.7M ﹤0.01%
1,691,567
+835,135
1748
$20.7M ﹤0.01%
539,770
+424,746
1749
$20.7M ﹤0.01%
563,722
+563,639
1750
$20.7M ﹤0.01%
359,429
-33,806