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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
1976
$14.4M ﹤0.01%
171,706
-6,808
1977
$14.4M ﹤0.01%
75,906
+17,132
1978
$14.3M ﹤0.01%
889,939
-24,713
1979
$14.3M ﹤0.01%
164,654
+74
1980
$14.3M ﹤0.01%
691,846
-1,339,634
1981
$14.3M ﹤0.01%
72,952
+13,395
1982
$14.3M ﹤0.01%
350,547
-21,341
1983
$14.2M ﹤0.01%
378,378
+19,553
1984
$14.2M ﹤0.01%
206,398
-1,681
1985
$14.2M ﹤0.01%
188,791
+8,691
1986
$14.2M ﹤0.01%
327,427
+10,668
1987
$14.2M ﹤0.01%
383,154
+272,685
1988
$14.1M ﹤0.01%
315,305
-341,685
1989
$14.1M ﹤0.01%
560,332
+467,167
1990
$14.1M ﹤0.01%
826,448
-258,348
1991
$14.1M ﹤0.01%
569,333
-101,394
1992
$14.1M ﹤0.01%
347,583
+95,595
1993
$14.1M ﹤0.01%
181,773
+56,800
1994
$14.1M ﹤0.01%
4,504,318
+3,789,039
1995
$14.1M ﹤0.01%
314,461
+73,317
1996
$14.1M ﹤0.01%
99,977
-350
1997
$14M ﹤0.01%
447,101
-18,062
1998
$14M ﹤0.01%
312,488
-312
1999
$14M ﹤0.01%
912,120
+795,929
2000
$14M ﹤0.01%
1,429,581
+325,104