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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
2051
$13M ﹤0.01%
384,087
+173
2052
$13M ﹤0.01%
760,796
+111,586
2053
$12.9M ﹤0.01%
133,873
+17,513
2054
$12.9M ﹤0.01%
524,022
+1,023
2055
$12.9M ﹤0.01%
448,261
+155,407
2056
$12.9M ﹤0.01%
669,382
+17,183
2057
$12.9M ﹤0.01%
102,408
-10,154
2058
$12.9M ﹤0.01%
1,131,008
-32,724
2059
$12.9M ﹤0.01%
3,044,462
-974,835
2060
$12.9M ﹤0.01%
501,717
-285,166
2061
$12.8M ﹤0.01%
84,238
+19,339
2062
$12.8M ﹤0.01%
561,525
+11,941
2063
$12.8M ﹤0.01%
2,599,365
+1,946,324
2064
$12.7M ﹤0.01%
277,245
+35,627
2065
$12.7M ﹤0.01%
625,632
+65,720
2066
$12.7M ﹤0.01%
200,000
2067
$12.7M ﹤0.01%
683,842
-183,531
2068
$12.6M ﹤0.01%
871,999
+31,352
2069
$12.6M ﹤0.01%
1,073,865
+951,495
2070
$12.5M ﹤0.01%
561,285
-50,663
2071
$12.5M ﹤0.01%
2,003,405
-35,117
2072
$12.5M ﹤0.01%
424,252
+277,206
2073
$12.4M ﹤0.01%
390,715
+52,328
2074
$12.4M ﹤0.01%
215,652
+119,991
2075
$12.4M ﹤0.01%
1,161,454
-1,494,773