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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$1.3M ﹤0.01%
141,658
+133,558
2852
$1.3M ﹤0.01%
25,873
-123,079
2853
$1.29M ﹤0.01%
45,139
-8,214
2854
$1.29M ﹤0.01%
24,681
+3,474
2855
$1.29M ﹤0.01%
+42,158
2856
$1.28M ﹤0.01%
16,725
-4,372
2857
$1.28M ﹤0.01%
+125,163
2858
$1.28M ﹤0.01%
62,442
+43,133
2859
$1.28M ﹤0.01%
15,602
+15,467
2860
$1.28M ﹤0.01%
80,730
-17,763
2861
$1.28M ﹤0.01%
31,692
+16,971
2862
$1.28M ﹤0.01%
80,045
-14,418
2863
$1.27M ﹤0.01%
29,341
-4,814
2864
$1.27M ﹤0.01%
32,537
-40,983
2865
$1.27M ﹤0.01%
4,801
+2,775
2866
$1.26M ﹤0.01%
31,201
-156,828
2867
$1.26M ﹤0.01%
31,899
+12,129
2868
$1.26M ﹤0.01%
114,516
-103,681
2869
$1.25M ﹤0.01%
30,054
+17,440
2870
$1.25M ﹤0.01%
35,367
+46
2871
$1.25M ﹤0.01%
116,215
-2,423
2872
$1.24M ﹤0.01%
19,238
+14,118
2873
$1.24M ﹤0.01%
166,468
-821,824
2874
$1.24M ﹤0.01%
55,093
-21,636
2875
$1.23M ﹤0.01%
9,773
+9,224