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
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.04%
2 Healthcare 11.02%
3 Technology 10.57%
4 Industrials 9.16%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2951
$371K ﹤0.01%
9,471
+1,111
2952
$370K ﹤0.01%
100,238
-30,188
2953
$369K ﹤0.01%
11,595
+1,391
2954
$368K ﹤0.01%
4,487
-20,213
2955
$368K ﹤0.01%
21,575
+1,622
2956
$365K ﹤0.01%
10,000
-2,145
2957
$365K ﹤0.01%
26,610
-81,463
2958
$363K ﹤0.01%
23,960
-130
2959
$363K ﹤0.01%
13,263
-30,942
2960
$362K ﹤0.01%
10,582
-24,306
2961
$361K ﹤0.01%
16,000
+2,000
2962
$360K ﹤0.01%
9,473
+271
2963
$359K ﹤0.01%
7,145
+128
2964
$351K ﹤0.01%
32,747
+2,297
2965
$347K ﹤0.01%
18,512
-1,300
2966
$346K ﹤0.01%
4,936
-12,931
2967
$346K ﹤0.01%
13,290
-48,120
2968
$346K ﹤0.01%
40,497
-96,982
2969
$344K ﹤0.01%
42,572
+10,918
2970
$340K ﹤0.01%
47,573
-9,510
2971
$339K ﹤0.01%
16,387
-36,651
2972
$335K ﹤0.01%
8,262
-3,358
2973
$335K ﹤0.01%
11,174
-1,268
2974
$333K ﹤0.01%
9,020
-4,956
2975
$333K ﹤0.01%
65,618
+21,105