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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
2151
$10.8M ﹤0.01%
179,163
+1,547
2152
$10.8M ﹤0.01%
697,178
-186,477
2153
$10.8M ﹤0.01%
141,318
-5,588
2154
$10.8M ﹤0.01%
34,754
+26,257
2155
$10.7M ﹤0.01%
81,079
-278,900
2156
$10.7M ﹤0.01%
208,354
-141,512
2157
$10.7M ﹤0.01%
204,705
+49,194
2158
$10.7M ﹤0.01%
269,374
+227,723
2159
$10.7M ﹤0.01%
612,610
+50,239
2160
$10.7M ﹤0.01%
121,988
-27,800
2161
$10.7M ﹤0.01%
534,545
+144,181
2162
$10.7M ﹤0.01%
888,739
+99,463
2163
$10.7M ﹤0.01%
165,798
-33,213
2164
$10.7M ﹤0.01%
848,673
+213,724
2165
$10.6M ﹤0.01%
578,444
+155,421
2166
$10.6M ﹤0.01%
6,737,879
-37,199
2167
$10.6M ﹤0.01%
104,371
+412
2168
$10.6M ﹤0.01%
344,038
+225,140
2169
$10.6M ﹤0.01%
141,250
-112,141
2170
$10.6M ﹤0.01%
32,656
+5,650
2171
$10.6M ﹤0.01%
216,747
+68,240
2172
$10.5M ﹤0.01%
259,649
+254,552
2173
$10.5M ﹤0.01%
322,899
+286,872
2174
$10.5M ﹤0.01%
15,841
-223
2175
$10.4M ﹤0.01%
128,882
+8,903