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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
2451
$7.1M ﹤0.01%
39,826
-135,705
2452
$7.05M ﹤0.01%
251,590
-139,344
2453
$7.05M ﹤0.01%
166,057
-73,016
2454
$7.05M ﹤0.01%
1,335,320
+975,861
2455
$7.04M ﹤0.01%
88,724
-29,809
2456
$7.04M ﹤0.01%
39,718
+1,703
2457
$7.03M ﹤0.01%
114,909
-1,693
2458
$7.03M ﹤0.01%
582,337
+296,860
2459
$7.02M ﹤0.01%
201,028
-2,882
2460
$7.01M ﹤0.01%
323,932
+130,392
2461
$7.01M ﹤0.01%
262,237
-1,843
2462
$7.01M ﹤0.01%
262,316
+100,720
2463
$7M ﹤0.01%
152,062
-33
2464
$7M ﹤0.01%
1,999,278
-126,439
2465
$7M ﹤0.01%
367,084
+77,179
2466
$6.99M ﹤0.01%
689,903
+364,098
2467
$6.99M ﹤0.01%
112,403
-1,354,908
2468
$6.97M ﹤0.01%
183,680
+158,180
2469
$6.96M ﹤0.01%
126,080
+50,498
2470
$6.96M ﹤0.01%
325,921
+13,984
2471
$6.91M ﹤0.01%
1,208,017
-120,072
2472
$6.9M ﹤0.01%
380,161
+60,372
2473
$6.89M ﹤0.01%
204,661
+63,014
2474
$6.88M ﹤0.01%
460,861
-668,259
2475
$6.87M ﹤0.01%
294,095
-385,658