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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$801M
3 +$760M
4
GE icon
GE Aerospace
GE
+$675M
5
CPRI icon
Capri Holdings
CPRI
+$631M

Top Sells

1 +$1.03B
2 +$776M
3 +$578M
4
TWX
Time Warner Inc
TWX
+$541M
5
VZ icon
Verizon
VZ
+$463M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2651
$829K ﹤0.01%
44,789
+1,501
2652
$829K ﹤0.01%
43,785
+21,071
2653
$829K ﹤0.01%
29,815
-31,420
2654
$828K ﹤0.01%
+66,916
2655
$828K ﹤0.01%
2,835
-65
2656
$826K ﹤0.01%
17,916
+2,454
2657
$825K ﹤0.01%
28,431
+4,290
2658
$824K ﹤0.01%
23,937
-153,121
2659
$824K ﹤0.01%
81,132
-56,929
2660
$820K ﹤0.01%
35,041
+1,620
2661
$819K ﹤0.01%
+68,945
2662
$815K ﹤0.01%
98,719
-1,077,478
2663
$815K ﹤0.01%
34,784
-13,635
2664
$814K ﹤0.01%
32,250
+276
2665
$812K ﹤0.01%
43,077
+2,462
2666
$810K ﹤0.01%
16,143
-7,947
2667
$810K ﹤0.01%
10,443
+4,524
2668
$808K ﹤0.01%
36,881
+17,212
2669
$805K ﹤0.01%
149,923
-4,400
2670
$805K ﹤0.01%
39,670
2671
$802K ﹤0.01%
7,261
+3,962
2672
$801K ﹤0.01%
87,047
-73,425
2673
$793K ﹤0.01%
29,749
-11,264
2674
$790K ﹤0.01%
26,472
-47,800
2675
$789K ﹤0.01%
15,964
-10,200