JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2776
$1.53M ﹤0.01%
42,195
-4,301
2777
$1.52M ﹤0.01%
180,298
+100,401
2778
$1.52M ﹤0.01%
181,907
+175,132
2779
$1.52M ﹤0.01%
128,356
+66,565
2780
$1.52M ﹤0.01%
109,635
-1,471,475
2781
$1.51M ﹤0.01%
647,608
+200,315
2782
$1.51M ﹤0.01%
82,920
-34,990
2783
$1.51M ﹤0.01%
118,013
+91,326
2784
$1.51M ﹤0.01%
321,063
+62,672
2785
$1.51M ﹤0.01%
307,669
+17,789
2786
$1.51M ﹤0.01%
40,006
+14,823
2787
$1.51M ﹤0.01%
23,407
-18,212
2788
$1.5M ﹤0.01%
1,342,209
+488,690
2789
$1.5M ﹤0.01%
+10,005
2790
$1.5M ﹤0.01%
363,770
+247,850
2791
$1.48M ﹤0.01%
45,782
-68,331
2792
$1.48M ﹤0.01%
54,030
-52,578
2793
$1.48M ﹤0.01%
102,742
+4,641
2794
$1.48M ﹤0.01%
61,662
+16,864
2795
$1.47M ﹤0.01%
31,889
+16,196
2796
$1.47M ﹤0.01%
105,081
-30,141
2797
$1.46M ﹤0.01%
43,817
+798
2798
$1.46M ﹤0.01%
324,279
+301,593
2799
$1.46M ﹤0.01%
30,757
-2,374
2800
$1.45M ﹤0.01%
33,970
+1,433