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
1851
$15.5M ﹤0.01%
463,125
-17,061
1852
$15.5M ﹤0.01%
644,265
-669,823
1853
$15.5M ﹤0.01%
365,430
-13,550
1854
$15.3M ﹤0.01%
559,597
-52,477
1855
$15.3M ﹤0.01%
478,991
+27,871
1856
$15.2M ﹤0.01%
296,304
-32,288
1857
$15.2M ﹤0.01%
2,105,130
+585,739
1858
$15.2M ﹤0.01%
371,888
+26,792
1859
$15.2M ﹤0.01%
236,262
-31,317
1860
$15.1M ﹤0.01%
336,445
-19,374
1861
$15.1M ﹤0.01%
1,060,143
+240,738
1862
$15.1M ﹤0.01%
841,761
-188,676
1863
$15.1M ﹤0.01%
202,874
-5,259
1864
$15.1M ﹤0.01%
849,868
-102,022
1865
$15M ﹤0.01%
267,011
+65,885
1866
$15M ﹤0.01%
844,334
-150,216
1867
$15M ﹤0.01%
4,338,403
-571,368
1868
$15M ﹤0.01%
140,742
+27,901
1869
$15M ﹤0.01%
70,585
-334
1870
$14.9M ﹤0.01%
367,516
+273,500
1871
$14.9M ﹤0.01%
419,311
+50,296
1872
$14.9M ﹤0.01%
68,015
-4,971
1873
$14.9M ﹤0.01%
490,077
-58,111
1874
$14.9M ﹤0.01%
215,255
+66,472
1875
$14.9M ﹤0.01%
77,588
-84