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

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

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
3051
$262K ﹤0.01%
+8,484
3052
$262K ﹤0.01%
+473
3053
$261K ﹤0.01%
21,288
-220,525
3054
$261K ﹤0.01%
11,171
-3,162
3055
0
3056
$256K ﹤0.01%
11,351
-7,160
3057
$255K ﹤0.01%
8,029
-5,347
3058
$255K ﹤0.01%
+48,026
3059
$254K ﹤0.01%
9,588
-10,742
3060
$253K ﹤0.01%
10,332
-16,017
3061
$253K ﹤0.01%
6,960
-5,426
3062
$253K ﹤0.01%
19,500
-1,760
3063
$253K ﹤0.01%
75,104
+57,459
3064
$250K ﹤0.01%
4,558
-454
3065
$250K ﹤0.01%
+944
3066
$250K ﹤0.01%
29,787
-33,617
3067
$249K ﹤0.01%
+53,116
3068
$248K ﹤0.01%
26,730
-67,256
3069
$247K ﹤0.01%
12,725
-27,879
3070
$246K ﹤0.01%
61,961
+11,831
3071
$243K ﹤0.01%
9,799
+127
3072
$242K ﹤0.01%
10,300
-1,371
3073
$242K ﹤0.01%
+18,900
3074
$242K ﹤0.01%
16,081
-18,953
3075
$242K ﹤0.01%
+8,154