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
2926
$1.14M ﹤0.01%
5,470
+2,072
2927
$1.14M ﹤0.01%
+49,956
2928
$1.14M ﹤0.01%
517,543
-609,333
2929
$1.14M ﹤0.01%
38,199
+11,903
2930
$1.13M ﹤0.01%
45,061
+94
2931
$1.13M ﹤0.01%
88,920
-1,444,558
2932
$1.13M ﹤0.01%
62,058
+2,796
2933
$1.13M ﹤0.01%
14,041
+2,627
2934
$1.13M ﹤0.01%
16,787
+1,963
2935
$1.12M ﹤0.01%
15,067
-508
2936
$1.12M ﹤0.01%
20,652
+6,586
2937
$1.12M ﹤0.01%
53,667
+47,933
2938
$1.12M ﹤0.01%
12,710
+1,284
2939
$1.11M ﹤0.01%
15,959
+12,782
2940
$1.11M ﹤0.01%
18,323
-34,576
2941
$1.11M ﹤0.01%
24,456
-36,005
2942
$1.11M ﹤0.01%
25,801
-65,124
2943
$1.11M ﹤0.01%
124,147
+9,563
2944
$1.11M ﹤0.01%
27,177
-46,228
2945
$1.1M ﹤0.01%
81,217
+35,925
2946
$1.1M ﹤0.01%
30,776
-110,980
2947
$1.1M ﹤0.01%
33,209
-18,400
2948
$1.09M ﹤0.01%
60,384
-610
2949
$1.09M ﹤0.01%
380,353
+48,146
2950
$1.09M ﹤0.01%
12,062
+396