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
2401
$6.7M ﹤0.01%
116,602
+45,627
2402
$6.69M ﹤0.01%
1,108,671
+1,051,654
2403
$6.69M ﹤0.01%
117,550
-61,017
2404
$6.66M ﹤0.01%
63,410
-3,197
2405
$6.66M ﹤0.01%
203,910
-108,086
2406
$6.63M ﹤0.01%
952,599
-190,662
2407
$6.61M ﹤0.01%
16,064
-267
2408
$6.61M ﹤0.01%
712,100
+374,269
2409
$6.61M ﹤0.01%
415,522
-47,113
2410
$6.59M ﹤0.01%
348,819
-78,505
2411
$6.59M ﹤0.01%
66,906
-42,118
2412
$6.59M ﹤0.01%
91,422
+15,742
2413
$6.59M ﹤0.01%
122,276
-8,561
2414
$6.59M ﹤0.01%
409,136
+101,868
2415
$6.58M ﹤0.01%
130,774
+46,000
2416
$6.57M ﹤0.01%
509,327
-108,764
2417
$6.56M ﹤0.01%
116,155
-48,439
2418
$6.56M ﹤0.01%
104,675
+56,711
2419
$6.55M ﹤0.01%
93,348
+5,466
2420
$6.55M ﹤0.01%
139,961
-24,724
2421
$6.46M ﹤0.01%
710,001
+256,095
2422
$6.44M ﹤0.01%
407,644
-80,027
2423
$6.43M ﹤0.01%
1,512,313
+1,111,897
2424
$6.42M ﹤0.01%
136,331
+2,648
2425
$6.39M ﹤0.01%
248,279
+8,963