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
2976
$1.04M ﹤0.01%
17,070
+264
2977
$1.04M ﹤0.01%
16,872
-129,863
2978
$1.04M ﹤0.01%
30,315
+2,574
2979
$1.03M ﹤0.01%
23,805
+2,346
2980
$1.03M ﹤0.01%
128,280
+124,182
2981
$1.03M ﹤0.01%
36,013
-7,844
2982
$1.03M ﹤0.01%
175,367
+8,921
2983
$1.03M ﹤0.01%
9,755
+768
2984
$1.03M ﹤0.01%
13,546
+1,433
2985
$1.03M ﹤0.01%
40,414
-28,194
2986
$1.02M ﹤0.01%
14,288
-45,191
2987
$1.02M ﹤0.01%
104,607
+33,529
2988
$1.02M ﹤0.01%
20,075
+16,371
2989
$1.02M ﹤0.01%
24,123
-4,498
2990
$1.02M ﹤0.01%
26,886
+9,157
2991
$1.02M ﹤0.01%
101,423
-51,486
2992
$1.02M ﹤0.01%
12,135
+1,423
2993
$1.02M ﹤0.01%
+21,142
2994
$1.01M ﹤0.01%
42,763
+13,027
2995
$1.01M ﹤0.01%
21,497
-3,074
2996
$1.01M ﹤0.01%
117,513
+2,997
2997
$1.01M ﹤0.01%
29,762
-38,061
2998
$1.01M ﹤0.01%
76,356
-103,764
2999
$1.01M ﹤0.01%
9,804
-32,891
3000
$1.01M ﹤0.01%
24,400
-300