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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
1901
$16.1M ﹤0.01%
361,435
+42,657
1902
$16M ﹤0.01%
1,293,172
+572,607
1903
$16M ﹤0.01%
260,129
-5,982
1904
$16M ﹤0.01%
+435,787
1905
$15.9M ﹤0.01%
2,064,056
+2,063,998
1906
$15.9M ﹤0.01%
572,090
-82,786
1907
$15.9M ﹤0.01%
411,285
+76,344
1908
$15.9M ﹤0.01%
107,941
-30,149
1909
$15.9M ﹤0.01%
472,557
+135,804
1910
$15.9M ﹤0.01%
285,054
+58,614
1911
$15.8M ﹤0.01%
56,250
+2,519
1912
$15.8M ﹤0.01%
555,924
+40,831
1913
$15.7M ﹤0.01%
326,587
-135,354
1914
$15.7M ﹤0.01%
56,268
+1,745
1915
$15.7M ﹤0.01%
780,445
-64,105
1916
$15.7M ﹤0.01%
159,461
-77,552
1917
$15.7M ﹤0.01%
485,574
+33,961
1918
$15.7M ﹤0.01%
515,352
+137,990
1919
$15.7M ﹤0.01%
856,530
-10,148
1920
$15.7M ﹤0.01%
1,917,232
-66,520
1921
$15.7M ﹤0.01%
123,985
+7,846
1922
$15.6M ﹤0.01%
241,776
-5,671
1923
$15.6M ﹤0.01%
51,691
+7,478
1924
$15.6M ﹤0.01%
356,688
-24,700
1925
$15.5M ﹤0.01%
+426,972