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
3051
$920K ﹤0.01%
20,302
+15,731
3052
$917K ﹤0.01%
54,167
+32,619
3053
$917K ﹤0.01%
24,936
+4,247
3054
$914K ﹤0.01%
16,247
+3,215
3055
$913K ﹤0.01%
80,568
-285,065
3056
$911K ﹤0.01%
288,987
-337,248
3057
$910K ﹤0.01%
24,131
-4,026
3058
$909K ﹤0.01%
180,111
-371,516
3059
$909K ﹤0.01%
46,018
-274,529
3060
$907K ﹤0.01%
46,123
-193,414
3061
$905K ﹤0.01%
64,187
+33,536
3062
$903K ﹤0.01%
152,917
+75,607
3063
$900K ﹤0.01%
59,018
+7,238
3064
$896K ﹤0.01%
43,025
+8,811
3065
$891K ﹤0.01%
23,680
-34,664
3066
$888K ﹤0.01%
49,312
-18,759
3067
$884K ﹤0.01%
37,725
+6,001
3068
$878K ﹤0.01%
6,430
-20,573
3069
$874K ﹤0.01%
123,064
+32,228
3070
$873K ﹤0.01%
19,045
+9,815
3071
$872K ﹤0.01%
38,182
+692
3072
$870K ﹤0.01%
80,191
+65,700
3073
$869K ﹤0.01%
34,644
-13,428
3074
$867K ﹤0.01%
71,664
-119,687
3075
$867K ﹤0.01%
52,710
-641,559