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
3001
$1M ﹤0.01%
19,722
-200
3002
$1M ﹤0.01%
30,323
+28,716
3003
$999K ﹤0.01%
11,369
+200
3004
$998K ﹤0.01%
59,895
-553
3005
$996K ﹤0.01%
69,987
+42,763
3006
$995K ﹤0.01%
13,037
-3,688
3007
$992K ﹤0.01%
143,375
-570,070
3008
$991K ﹤0.01%
19,623
+12,409
3009
$990K ﹤0.01%
112,074
+36,553
3010
$989K ﹤0.01%
69,261
-13,725
3011
$985K ﹤0.01%
31,741
-36,334
3012
$985K ﹤0.01%
10,426
+1,247
3013
$985K ﹤0.01%
22,251
+2,742
3014
$984K ﹤0.01%
2,526
-5,590
3015
$982K ﹤0.01%
60,815
-2,564
3016
$980K ﹤0.01%
51,858
-32,414
3017
$979K ﹤0.01%
103,628
-113,873
3018
$977K ﹤0.01%
20,598
-622
3019
$977K ﹤0.01%
37,536
-8,000
3020
$975K ﹤0.01%
16,817
+5,966
3021
$973K ﹤0.01%
13,763
+437
3022
$973K ﹤0.01%
11,285
-7,056
3023
$973K ﹤0.01%
26,880
-110,167
3024
$971K ﹤0.01%
54,260
-186,452
3025
$969K ﹤0.01%
93,328
+87,816