JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$801M
3 +$760M
4
GE icon
GE Aerospace
GE
+$675M
5
CPRI icon
Capri Holdings
CPRI
+$631M

Top Sells

1 +$1.03B
2 +$776M
3 +$578M
4
TWX
Time Warner Inc
TWX
+$541M
5
VZ icon
Verizon
VZ
+$463M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$209K ﹤0.01%
22,316
-400
3077
$209K ﹤0.01%
14,564
+800
3078
$209K ﹤0.01%
+3,222
3079
$208K ﹤0.01%
13,560
3080
$208K ﹤0.01%
23,000
3081
$208K ﹤0.01%
2,797
-48,422
3082
$207K ﹤0.01%
10,957
-4,605
3083
$206K ﹤0.01%
+11,963
3084
$205K ﹤0.01%
+1,417
3085
$205K ﹤0.01%
+4,496
3086
$204K ﹤0.01%
+16,112
3087
$203K ﹤0.01%
7,505
3088
$202K ﹤0.01%
+4,779
3089
$202K ﹤0.01%
5,212
-2,041
3090
$198K ﹤0.01%
15,099
+4,894
3091
$197K ﹤0.01%
+16,791
3092
$188K ﹤0.01%
76,023
+41,385
3093
$188K ﹤0.01%
11,367
-1,127
3094
$186K ﹤0.01%
54,735
+3,200
3095
$184K ﹤0.01%
30,541
3096
$182K ﹤0.01%
16,257
-15,366
3097
$181K ﹤0.01%
14,177
-45,472
3098
$180K ﹤0.01%
24,443
+2,868
3099
$178K ﹤0.01%
+12,679
3100
$178K ﹤0.01%
4,384
+112