JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$416B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,723
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$919M
3 +$718M
4
WFC icon
Wells Fargo
WFC
+$679M
5
PEP icon
PepsiCo
PEP
+$641M

Top Sells

1 +$1.62B
2 +$1.19B
3 +$754M
4
BKNG icon
Booking.com
BKNG
+$726M
5
SLB icon
SLB Ltd
SLB
+$635M

Sector Composition

1 Financials 14.01%
2 Healthcare 11.89%
3 Technology 11.13%
4 Consumer Discretionary 8.53%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3126
$204K ﹤0.01%
3,858
-454
3127
$204K ﹤0.01%
+22,016
3128
$203K ﹤0.01%
9,985
-68,780
3129
$202K ﹤0.01%
3,533
-1,158
3130
$202K ﹤0.01%
23,000
3131
$202K ﹤0.01%
6,597
-11,592
3132
$202K ﹤0.01%
+8,600
3133
$202K ﹤0.01%
93,707
-228,618
3134
$201K ﹤0.01%
87,022
+24,963
3135
$200K ﹤0.01%
+4,805
3136
$200K ﹤0.01%
+6,640
3137
$200K ﹤0.01%
21,689
-468
3138
$198K ﹤0.01%
+4,996
3139
$195K ﹤0.01%
17,688
-12,380
3140
$194K ﹤0.01%
36,262
+1,362
3141
$192K ﹤0.01%
10,161
-733
3142
$189K ﹤0.01%
19,815
-34,096
3143
$189K ﹤0.01%
10,675
-5,411
3144
$187K ﹤0.01%
19,257
+6,028
3145
$186K ﹤0.01%
8,723
-100,276
3146
$185K ﹤0.01%
5,763
-21,707
3147
$185K ﹤0.01%
+11,304
3148
$184K ﹤0.01%
+12,959
3149
$183K ﹤0.01%
2,003
-846
3150
$183K ﹤0.01%
54,045