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
3076
$241K ﹤0.01%
3,389
-358
3077
$240K ﹤0.01%
13,316
-159,882
3078
$240K ﹤0.01%
16,644
-37,317
3079
$239K ﹤0.01%
+5,846
3080
$239K ﹤0.01%
6,202
+2,798
3081
$239K ﹤0.01%
16,565
-14,204
3082
$239K ﹤0.01%
3,144
-59
3083
$239K ﹤0.01%
18,467
-36,291
3084
$239K ﹤0.01%
4,915
-32
3085
$238K ﹤0.01%
+24,000
3086
$237K ﹤0.01%
9,154
-3,377
3087
$237K ﹤0.01%
1,762
+659
3088
$233K ﹤0.01%
15,617
-107,447
3089
$233K ﹤0.01%
+17,685
3090
$233K ﹤0.01%
79,500
-755
3091
$230K ﹤0.01%
41,057
-100,696
3092
$229K ﹤0.01%
12,619
-104,197
3093
$229K ﹤0.01%
8,100
3094
$228K ﹤0.01%
7,075
3095
$225K ﹤0.01%
73,706
-140,923
3096
$225K ﹤0.01%
4,310
-66,711
3097
$224K ﹤0.01%
18,106
-106,825
3098
$224K ﹤0.01%
+10,000
3099
$223K ﹤0.01%
4,530
-7,529
3100
$222K ﹤0.01%
14,578
-43,341