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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.12B
2 +$545M
3 +$471M
4
NFLX icon
Netflix
NFLX
+$467M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$465M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3026
$121K ﹤0.01%
+9,875
3027
$121K ﹤0.01%
+11,525
3028
$120K ﹤0.01%
+4,136
3029
$119K ﹤0.01%
711
+28
3030
$119K ﹤0.01%
2,627
-65
3031
$118K ﹤0.01%
+8,955
3032
$118K ﹤0.01%
4,600
-18,550
3033
$118K ﹤0.01%
+7,900
3034
$117K ﹤0.01%
+3,008
3035
$117K ﹤0.01%
+8,529
3036
$115K ﹤0.01%
+3,912
3037
$115K ﹤0.01%
+6,230
3038
$113K ﹤0.01%
+8,171
3039
$113K ﹤0.01%
+1,970
3040
$112K ﹤0.01%
+7,800
3041
$111K ﹤0.01%
5,585
-20,269
3042
$110K ﹤0.01%
+3,466
3043
$107K ﹤0.01%
10,727
+8,452
3044
$105K ﹤0.01%
5,486
3045
$105K ﹤0.01%
+7,700
3046
$103K ﹤0.01%
20,217
-330,583
3047
$103K ﹤0.01%
+72,276
3048
$102K ﹤0.01%
+4,727
3049
$101K ﹤0.01%
+4,050
3050
$101K ﹤0.01%
15,629
-344,203