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

Top Buys

1 +$2.07B
2 +$1.49B
3 +$1.17B
4
ACN icon
Accenture
ACN
+$619M
5
D icon
Dominion Energy
D
+$515M

Top Sells

1 +$707M
2 +$657M
3 +$479M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$406M

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
3026
$285K ﹤0.01%
+11,267
3027
$284K ﹤0.01%
+39,199
3028
$284K ﹤0.01%
238,750
-140,381
3029
$284K ﹤0.01%
8,171
-2,015
3030
$282K ﹤0.01%
10,665
-30,599
3031
$282K ﹤0.01%
5,168
-17,080
3032
$282K ﹤0.01%
15,900
-3,629
3033
$282K ﹤0.01%
10,440
+1,404
3034
$281K ﹤0.01%
3,590
-4,917
3035
$280K ﹤0.01%
+19,678
3036
$277K ﹤0.01%
140,428
-1,220,900
3037
$276K ﹤0.01%
10,589
-13,877
3038
$276K ﹤0.01%
12,000
-33,291
3039
$275K ﹤0.01%
35,800
-2,733
3040
$274K ﹤0.01%
+35,196
3041
$274K ﹤0.01%
6,299
-19,909
3042
$272K ﹤0.01%
5,101
-39,246
3043
$271K ﹤0.01%
11,400
3044
$271K ﹤0.01%
9,301
-14,536
3045
$270K ﹤0.01%
12,301
-2,290
3046
$268K ﹤0.01%
3,078
+299
3047
$266K ﹤0.01%
2,749
-174
3048
$266K ﹤0.01%
1,969
-1,002
3049
$264K ﹤0.01%
14,000
3050
$262K ﹤0.01%
10,591
+961