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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,737
New
Increased
Reduced
Closed

Top Sells

1 +$1.51B
2 +$945M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$761M
5
CSCO icon
Cisco
CSCO
+$532M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.74%
4 Industrials 8.73%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$129K ﹤0.01%
+13,229
3127
$128K ﹤0.01%
20,630
-200
3128
$127K ﹤0.01%
1,154
3129
$124K ﹤0.01%
39,790
-309,805
3130
$120K ﹤0.01%
+550
3131
$116K ﹤0.01%
+14,611
3132
$109K ﹤0.01%
+4,187
3133
$107K ﹤0.01%
+12,929
3134
$101K ﹤0.01%
+1,972
3135
$100K ﹤0.01%
+18,729
3136
$93K ﹤0.01%
+17,014
3137
$83K ﹤0.01%
29,827
-1,238
3138
$79K ﹤0.01%
669
-874
3139
$78K ﹤0.01%
2,528
-12,001
3140
$77K ﹤0.01%
+23,645
3141
$70K ﹤0.01%
19,724
-614
3142
$68K ﹤0.01%
11,000
-3,750
3143
$67K ﹤0.01%
16,238
-25,199
3144
$67K ﹤0.01%
+2,536
3145
$64K ﹤0.01%
1,139
-1,015
3146
$64K ﹤0.01%
+19,752
3147
$64K ﹤0.01%
+13,600
3148
$63K ﹤0.01%
13,546
-69,189
3149
$58K ﹤0.01%
10,548
-264,945
3150
$54K ﹤0.01%
11,979
-4,521