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
1751
$18.1M ﹤0.01%
161,535
+12,120
1752
$18M ﹤0.01%
1,190,566
+1,026
1753
$18M ﹤0.01%
437,715
+78,155
1754
$17.9M ﹤0.01%
548,336
+43,096
1755
$17.9M ﹤0.01%
360,619
+1,941
1756
$17.8M ﹤0.01%
335,736
-302,174
1757
$17.8M ﹤0.01%
500,857
-1,171
1758
$17.8M ﹤0.01%
144,884
-81,526
1759
$17.8M ﹤0.01%
825,269
+537,900
1760
$17.7M ﹤0.01%
597,552
+46,668
1761
$17.7M ﹤0.01%
401,083
+120,399
1762
$17.7M ﹤0.01%
71,791
-3,884
1763
$17.7M ﹤0.01%
341,701
-4,061
1764
$17.7M ﹤0.01%
418,364
-16,350
1765
$17.6M ﹤0.01%
422,384
-20,890
1766
$17.6M ﹤0.01%
174,933
-82,410
1767
$17.6M ﹤0.01%
333,973
+90,169
1768
$17.6M ﹤0.01%
1,131,494
+182,006
1769
$17.6M ﹤0.01%
291,846
+195,246
1770
$17.5M ﹤0.01%
696,961
+249,468
1771
$17.5M ﹤0.01%
393,235
-17,402
1772
$17.5M ﹤0.01%
597,299
+75,758
1773
$17.5M ﹤0.01%
125,262
-44,857
1774
$17.5M ﹤0.01%
1,520,867
-132,381
1775
$17.4M ﹤0.01%
350,000
-50,000