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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2801
$991K ﹤0.01%
40,000
2802
$990K ﹤0.01%
480,674
+422,077
2803
$990K ﹤0.01%
63,439
+44,876
2804
$988K ﹤0.01%
107,227
+5,383
2805
$985K ﹤0.01%
+100,000
2806
$970K ﹤0.01%
168,600
+151,937
2807
$966K ﹤0.01%
89,044
-11,983
2808
$966K ﹤0.01%
26,815
+879
2809
$961K ﹤0.01%
17,050
+6,983
2810
$960K ﹤0.01%
86,054
-31,313
2811
$960K ﹤0.01%
139,247
-510,602
2812
$958K ﹤0.01%
254,523
+11,944
2813
$957K ﹤0.01%
143,236
-20,147
2814
$955K ﹤0.01%
221,556
-9,347
2815
$954K ﹤0.01%
27,130
+6,419
2816
$950K ﹤0.01%
63,779
+49,732
2817
$949K ﹤0.01%
137,421
+15,228
2818
$946K ﹤0.01%
102,179
-13,174
2819
$945K ﹤0.01%
124,871
-282,620
2820
$942K ﹤0.01%
128,821
-17,445
2821
$939K ﹤0.01%
204,159
+183,541
2822
$939K ﹤0.01%
15,082
-2,337
2823
$938K ﹤0.01%
129,196
+34,750
2824
$936K ﹤0.01%
53,980
+40,103
2825
$935K ﹤0.01%
39,414
+11,716