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
$773B
AUM Growth
-$33.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,341
New
Increased
Reduced
Closed

Top Buys

1 +$2.29B
2 +$2.1B
3 +$1.67B
4
ABBV icon
AbbVie
ABBV
+$1.6B
5
XOM icon
Exxon Mobil
XOM
+$1.5B

Top Sells

1 +$3.99B
2 +$1.33B
3 +$1.15B
4
TSLA icon
Tesla
TSLA
+$1.05B
5
TIP icon
iShares TIPS Bond ETF
TIP
+$1.04B

Sector Composition

1 Technology 17.22%
2 Healthcare 11.68%
3 Financials 11.61%
4 Consumer Discretionary 9.21%
5 Industrials 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$26.2B 3.39%
58,058,439
-2,997,228
2
$25.5B 3.29%
82,598,299
-1,318,673
3
$22.1B 2.86%
126,714,786
+2,065,807
4
$14.8B 1.91%
90,748,760
-1,307,080
5
$10.5B 1.36%
75,187,060
+140,200
6
$10.2B 1.32%
186,248,772
+37,325,835
7
$9.57B 1.24%
182,489,533
+31,041,322
8
$8.77B 1.13%
54,094,198
+10,989,210
9
$8.55B 1.11%
16,756,035
+940,539
10
$7.79B 1.01%
55,989,900
+16,480
11
$7.07B 0.91%
19,685,025
-3,386,391
12
$6.86B 0.89%
93,883,959
+2,133,783
13
$6.03B 0.78%
16,859,201
-239,321
14
$5.93B 0.77%
116,793,726
+6,697,142
15
$5.73B 0.74%
13,794,923
+533,482
16
$5.65B 0.73%
80,585,629
+1,923,608
17
$5.5B 0.71%
64,916,801
+3,967,905
18
$5.23B 0.68%
126,857,544
+17,699,140
19
$5.08B 0.66%
27,673,222
+2,860,088
20
$5.04B 0.65%
184,742,240
-14,686,690
21
$4.8B 0.62%
48,018,801
-2,941,669
22
$4.67B 0.6%
16,296,232
-701,646
23
$4.59B 0.59%
25,907,878
-2,773,327
24
$4.58B 0.59%
28,340,691
-519,126
25
$4.54B 0.59%
18,361,782
+1,744,151