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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
1926
$15.5M ﹤0.01%
898,095
-1,439,992
1927
$15.5M ﹤0.01%
924,180
+461,360
1928
$15.4M ﹤0.01%
528,418
-25,053
1929
$15.4M ﹤0.01%
1,595,646
+363,443
1930
$15.4M ﹤0.01%
415,334
-418,265
1931
$15.3M ﹤0.01%
300,000
-50,000
1932
$15.3M ﹤0.01%
1,184,031
+955,774
1933
$15.3M ﹤0.01%
431,145
+242,611
1934
$15.3M ﹤0.01%
165,457
+35,995
1935
$15.3M ﹤0.01%
191,908
-55,221
1936
$15.3M ﹤0.01%
294,116
-180,137
1937
$15.2M ﹤0.01%
146,746
+11,596
1938
$15.2M ﹤0.01%
225,385
+47,587
1939
$15.1M ﹤0.01%
703,679
+55,307
1940
$15.1M ﹤0.01%
66,642
-3,943
1941
$15.1M ﹤0.01%
123,343
+36,178
1942
$15.1M ﹤0.01%
91,732
+16,295
1943
$15M ﹤0.01%
456,241
+24,218
1944
$15M ﹤0.01%
523,695
-35,902
1945
$15M ﹤0.01%
54,343
+5,348
1946
$15M ﹤0.01%
1,503,228
-1,171,006
1947
$14.9M ﹤0.01%
611,782
+104,480
1948
$14.9M ﹤0.01%
232,048
-4,214
1949
$14.9M ﹤0.01%
239,893
+49,331
1950
$14.9M ﹤0.01%
60,361
+29,056