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
2801
$1.45M ﹤0.01%
74,481
-473,589
2802
$1.45M ﹤0.01%
14,381
-567
2803
$1.44M ﹤0.01%
8,813
+3,416
2804
$1.44M ﹤0.01%
28,721
-32,474
2805
$1.44M ﹤0.01%
54,921
+1,114
2806
$1.43M ﹤0.01%
46,469
+1,881
2807
$1.43M ﹤0.01%
127,372
+116,367
2808
$1.43M ﹤0.01%
129,308
+44,106
2809
$1.43M ﹤0.01%
132,079
+79,561
2810
$1.43M ﹤0.01%
106,195
-12,874
2811
$1.43M ﹤0.01%
55,758
-12,755
2812
$1.42M ﹤0.01%
29,713
+2,933
2813
$1.42M ﹤0.01%
94,884
-99,686
2814
$1.42M ﹤0.01%
228,999
+81,003
2815
$1.42M ﹤0.01%
79,808
-1,167
2816
$1.42M ﹤0.01%
51,759
+2,589
2817
$1.41M ﹤0.01%
32,224
-51,094
2818
$1.41M ﹤0.01%
48,386
-10,305
2819
$1.41M ﹤0.01%
16,167
+3,372
2820
$1.41M ﹤0.01%
20,845
-1,293
2821
$1.4M ﹤0.01%
94,884
+45,992
2822
$1.4M ﹤0.01%
85,526
-479
2823
$1.39M ﹤0.01%
90,226
+83,465
2824
$1.39M ﹤0.01%
402,906
-4,938
2825
$1.38M ﹤0.01%
23,622
+1,890