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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$2.75M ﹤0.01%
970,168
-64,465
2477
$2.73M ﹤0.01%
63,312
+6,063
2478
$2.73M ﹤0.01%
3,724
+950
2479
$2.73M ﹤0.01%
77,110
-215,759
2480
$2.72M ﹤0.01%
223,513
+112,863
2481
$2.7M ﹤0.01%
190,438
+178,517
2482
$2.7M ﹤0.01%
70,668
-10,357
2483
$2.7M ﹤0.01%
117,392
-60,840
2484
$2.7M ﹤0.01%
39,477
+91
2485
$2.69M ﹤0.01%
78,639
-131,521
2486
$2.69M ﹤0.01%
68,747
-177,504
2487
$2.69M ﹤0.01%
42,583
+1,274
2488
$2.67M ﹤0.01%
79,898
+6,674
2489
$2.66M ﹤0.01%
72,870
+57,209
2490
$2.65M ﹤0.01%
151,125
-2,239
2491
$2.65M ﹤0.01%
58,846
-37,186
2492
$2.64M ﹤0.01%
8,232
+8,097
2493
$2.64M ﹤0.01%
152,042
-13,400
2494
$2.64M ﹤0.01%
108,537
+48,373
2495
$2.63M ﹤0.01%
92,009
+4,383
2496
$2.63M ﹤0.01%
141,125
-86,839
2497
$2.62M ﹤0.01%
42,172
+1,076
2498
$2.62M ﹤0.01%
129,614
-60,923
2499
$2.62M ﹤0.01%
55,587
-97,542
2500
$2.61M ﹤0.01%
262,690
-173,401