JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$7.86M ﹤0.01%
246,931
+42,492
2302
$7.86M ﹤0.01%
318,836
-29,796
2303
$7.83M ﹤0.01%
198,313
-3,408
2304
$7.83M ﹤0.01%
1,246,538
+613,512
2305
$7.8M ﹤0.01%
428,303
-353,891
2306
$7.77M ﹤0.01%
142,911
+20,429
2307
$7.77M ﹤0.01%
1,714,693
+272,627
2308
$7.77M ﹤0.01%
386,566
-555,885
2309
$7.74M ﹤0.01%
262,919
-86,714
2310
$7.72M ﹤0.01%
148,507
+30,748
2311
$7.69M ﹤0.01%
105,204
+1,862
2312
$7.69M ﹤0.01%
548,789
+5,407
2313
$7.69M ﹤0.01%
+150,716
2314
$7.68M ﹤0.01%
181,631
+107,836
2315
$7.65M ﹤0.01%
478,263
-174,456
2316
$7.63M ﹤0.01%
484,046
-899,563
2317
$7.61M ﹤0.01%
352,085
-324,966
2318
$7.61M ﹤0.01%
347,002
-323,613
2319
$7.59M ﹤0.01%
299,483
-236,521
2320
$7.59M ﹤0.01%
212,308
-266,500
2321
$7.57M ﹤0.01%
151,383
+151,075
2322
$7.57M ﹤0.01%
218,658
-27,631
2323
$7.57M ﹤0.01%
105,822
-2,012
2324
$7.57M ﹤0.01%
164,889
-25,275
2325
$7.56M ﹤0.01%
420,304
+332,169