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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
1801
$19M ﹤0.01%
491,415
-60,190
1802
$19M ﹤0.01%
748,108
+51,147
1803
$18.9M ﹤0.01%
670,279
+191,288
1804
$18.9M ﹤0.01%
763,907
+371,586
1805
$18.9M ﹤0.01%
430,267
+58,947
1806
$18.9M ﹤0.01%
666,145
-185,695
1807
$18.8M ﹤0.01%
3,528,164
+1,423,034
1808
$18.7M ﹤0.01%
225,626
+14,687
1809
$18.7M ﹤0.01%
193,230
-375,238
1810
$18.7M ﹤0.01%
1,883,705
+44,948
1811
$18.7M ﹤0.01%
389,277
+55,304
1812
$18.7M ﹤0.01%
318,669
+22,365
1813
$18.7M ﹤0.01%
7,096,868
+1,384,264
1814
$18.6M ﹤0.01%
32,057
+13,694
1815
$18.6M ﹤0.01%
1,229,197
+445,270
1816
$18.6M ﹤0.01%
601,263
+258,942
1817
$18.6M ﹤0.01%
295,838
-239,324
1818
$18.5M ﹤0.01%
97,583
-6,747
1819
$18.5M ﹤0.01%
158,026
-6,508
1820
$18.5M ﹤0.01%
101,291
-20,725
1821
$18.5M ﹤0.01%
389,613
-11,470
1822
$18.5M ﹤0.01%
201,312
-282,900
1823
$18.4M ﹤0.01%
358,300
-8,604
1824
$18.4M ﹤0.01%
246,288
+17,304
1825
$18.3M ﹤0.01%
219,108
+6,347