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
3101
$222K ﹤0.01%
6,107
3102
$222K ﹤0.01%
+5,608
3103
$221K ﹤0.01%
30,541
3104
$221K ﹤0.01%
+4,494
3105
$221K ﹤0.01%
10,086
-54,269
3106
$221K ﹤0.01%
7,000
-40,300
3107
$220K ﹤0.01%
39,219
+5,548
3108
$218K ﹤0.01%
+2,980
3109
$217K ﹤0.01%
23,000
3110
$217K ﹤0.01%
9,099
-11,388
3111
$216K ﹤0.01%
36,142
-53,694
3112
$215K ﹤0.01%
+3,934
3113
$214K ﹤0.01%
26,046
-198,759
3114
$212K ﹤0.01%
2,722
-19,665
3115
$212K ﹤0.01%
17,386
+1,333
3116
$211K ﹤0.01%
9,736
-30,322
3117
$211K ﹤0.01%
2,235
-90,832
3118
$208K ﹤0.01%
1,523
-501
3119
$208K ﹤0.01%
13,988
-265,447
3120
$208K ﹤0.01%
+42,224
3121
$207K ﹤0.01%
15,719
-15,635
3122
$207K ﹤0.01%
5,897
-734
3123
$206K ﹤0.01%
5,249
-1,320
3124
$206K ﹤0.01%
+10,700
3125
$205K ﹤0.01%
+52,915