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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
1876
$16.7M ﹤0.01%
331,557
+41,148
1877
$16.7M ﹤0.01%
4,084,186
+2,205,282
1878
$16.7M ﹤0.01%
323,411
-70,395
1879
$16.7M ﹤0.01%
562,767
-2,829
1880
$16.7M ﹤0.01%
2,116,166
-94,105
1881
$16.7M ﹤0.01%
498,420
+8,343
1882
$16.6M ﹤0.01%
551,849
-482,748
1883
$16.6M ﹤0.01%
211,006
+37,319
1884
$16.6M ﹤0.01%
48,812
-39,202
1885
$16.6M ﹤0.01%
222,292
-5,572
1886
$16.6M ﹤0.01%
505,183
+178,534
1887
$16.6M ﹤0.01%
261,040
-16,673
1888
$16.4M ﹤0.01%
289,943
+72,688
1889
$16.4M ﹤0.01%
428,168
+124,259
1890
$16.3M ﹤0.01%
588,359
+140,219
1891
$16.3M ﹤0.01%
+1,032,603
1892
$16.3M ﹤0.01%
371,055
-24,658
1893
$16.3M ﹤0.01%
447,951
-144,973
1894
$16.2M ﹤0.01%
93,844
+23,655
1895
$16.2M ﹤0.01%
172,684
-479,878
1896
$16.2M ﹤0.01%
535,856
-78,993
1897
$16.1M ﹤0.01%
558,385
+122,610
1898
$16.1M ﹤0.01%
1,198,417
-120,378
1899
$16.1M ﹤0.01%
619,754
+63,226
1900
$16.1M ﹤0.01%
589,055
+279,953