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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.12B
2 +$545M
3 +$471M
4
NFLX icon
Netflix
NFLX
+$467M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$465M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$476K ﹤0.01%
12,667
-302
2752
$473K ﹤0.01%
58,300
-400
2753
$471K ﹤0.01%
31,114
+82
2754
$470K ﹤0.01%
37,123
+500
2755
$468K ﹤0.01%
+41,635
2756
$467K ﹤0.01%
31
2757
$464K ﹤0.01%
19,464
-900
2758
$457K ﹤0.01%
+37,194
2759
$454K ﹤0.01%
28,260
-1,901
2760
$453K ﹤0.01%
130,321
+1,182
2761
$451K ﹤0.01%
6,134
-12,200
2762
$449K ﹤0.01%
13,316
-280,796
2763
$448K ﹤0.01%
8,565
+171
2764
$444K ﹤0.01%
51,260
-40,287
2765
$444K ﹤0.01%
9,643
-3,406
2766
$444K ﹤0.01%
22,762
-11,807
2767
$444K ﹤0.01%
19,287
+4,309
2768
$443K ﹤0.01%
17,550
-306
2769
$437K ﹤0.01%
39,472
-6,240
2770
$437K ﹤0.01%
+111,066
2771
$431K ﹤0.01%
9,756
-19,884
2772
$429K ﹤0.01%
5,271
-43,587
2773
$428K ﹤0.01%
8,402
-130
2774
$428K ﹤0.01%
11,796
+4,300
2775
$428K ﹤0.01%
35,101
-7,341