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
3101
$815K ﹤0.01%
23,835
+4,940
3102
$814K ﹤0.01%
121,587
+112,697
3103
$807K ﹤0.01%
10,299
-68,737
3104
$805K ﹤0.01%
14,519
-2,011
3105
$802K ﹤0.01%
15,886
-820
3106
$800K ﹤0.01%
106,041
-26,826
3107
$798K ﹤0.01%
12,239
+1,786
3108
$798K ﹤0.01%
+30,025
3109
$797K ﹤0.01%
82,832
-20,779
3110
$794K ﹤0.01%
36,087
+10,486
3111
$794K ﹤0.01%
25,235
+11,514
3112
$790K ﹤0.01%
34,282
+2,631
3113
$787K ﹤0.01%
55,593
+34,144
3114
$786K ﹤0.01%
47,157
+43,670
3115
$782K ﹤0.01%
67,782
-15,396
3116
$780K ﹤0.01%
85,212
+1,639
3117
$777K ﹤0.01%
22,187
+15,378
3118
$777K ﹤0.01%
4,281
+1,907
3119
$769K ﹤0.01%
9,614
-4,400
3120
$768K ﹤0.01%
185,431
+168,733
3121
$767K ﹤0.01%
40,368
-21,522
3122
$767K ﹤0.01%
14,186
+3,631
3123
$765K ﹤0.01%
57,445
+44,764
3124
$764K ﹤0.01%
25,853
-3,133
3125
$761K ﹤0.01%
43,625
-54,412