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
$873B
AUM Growth
+$103B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,546
New
Increased
Reduced
Closed

Top Buys

1 +$5.77B
2 +$5.31B
3 +$3.14B
4
META icon
Meta Platforms (Facebook)
META
+$2.76B
5
AAPL icon
Apple
AAPL
+$2.6B

Top Sells

1 +$3.22B
2 +$1.77B
3 +$744M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$710M
5
TFC icon
Truist Financial
TFC
+$605M

Sector Composition

1 Technology 20.52%
2 Healthcare 11.04%
3 Financials 9.44%
4 Consumer Discretionary 8.87%
5 Industrials 7.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2401
$4.79M ﹤0.01%
183,385
+33,346
2402
$4.77M ﹤0.01%
149,193
-213,861
2403
$4.76M ﹤0.01%
151,317
-9,664
2404
$4.76M ﹤0.01%
92,076
+10,693
2405
$4.75M ﹤0.01%
53,985
-1,083
2406
$4.75M ﹤0.01%
57,752
+52,889
2407
$4.74M ﹤0.01%
581,207
+61,838
2408
$4.73M ﹤0.01%
105,183
-1,374
2409
$4.72M ﹤0.01%
407,304
+14,823
2410
$4.72M ﹤0.01%
271,336
+13,110
2411
$4.71M ﹤0.01%
704,831
-591,337
2412
$4.69M ﹤0.01%
123,466
-43,281
2413
$4.67M ﹤0.01%
94,090
+40,720
2414
$4.67M ﹤0.01%
45,231
+304
2415
$4.66M ﹤0.01%
157,992
+12,005
2416
$4.65M ﹤0.01%
178,077
+17,740
2417
$4.64M ﹤0.01%
423,461
-118,946
2418
$4.63M ﹤0.01%
1,366,361
+228,580
2419
$4.61M ﹤0.01%
258,500
+29,500
2420
$4.6M ﹤0.01%
447,333
+64,149
2421
$4.59M ﹤0.01%
101,115
+28,285
2422
$4.59M ﹤0.01%
132,591
+29,954
2423
$4.58M ﹤0.01%
59,949
-7,848
2424
$4.58M ﹤0.01%
197,715
+6,769
2425
$4.57M ﹤0.01%
525,705
+29,558