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
3026
$968K ﹤0.01%
210,464
+43,158
3027
$958K ﹤0.01%
41,140
-26,953
3028
$956K ﹤0.01%
19,717
+1,643
3029
$956K ﹤0.01%
22,679
+2,864
3030
$955K ﹤0.01%
19,584
-20,416
3031
$954K ﹤0.01%
63,919
-39,289
3032
$953K ﹤0.01%
60,753
+54,667
3033
$951K ﹤0.01%
29,156
+8,980
3034
$950K ﹤0.01%
34,924
+33,455
3035
$947K ﹤0.01%
17,659
-51,553
3036
$946K ﹤0.01%
18,299
+2,110
3037
$946K ﹤0.01%
87,651
-135,862
3038
$943K ﹤0.01%
8,580
-98,598
3039
$941K ﹤0.01%
18,994
-1,122
3040
$941K ﹤0.01%
24,102
+15,884
3041
$938K ﹤0.01%
25,141
+2,137
3042
$937K ﹤0.01%
29,186
+302
3043
$934K ﹤0.01%
111,466
-73,198
3044
$933K ﹤0.01%
52,788
+12,885
3045
$928K ﹤0.01%
17,147
-185,595
3046
$927K ﹤0.01%
34,659
-32,774
3047
$927K ﹤0.01%
2,575
+1,312
3048
$926K ﹤0.01%
145,963
-24,718
3049
$925K ﹤0.01%
60,259
+48,754
3050
$925K ﹤0.01%
62,473
-1,921