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
3151
$175K ﹤0.01%
+12,239
3152
$170K ﹤0.01%
10,297
-2,150
3153
$170K ﹤0.01%
21,021
3154
$168K ﹤0.01%
15,455
-2,458
3155
$165K ﹤0.01%
+1,532
3156
$163K ﹤0.01%
23,369
-211
3157
$163K ﹤0.01%
13,262
3158
$162K ﹤0.01%
18,129
-998
3159
$162K ﹤0.01%
54,748
-34,152
3160
$162K ﹤0.01%
13,000
+2,000
3161
$159K ﹤0.01%
+14,600
3162
$157K ﹤0.01%
+28,217
3163
$155K ﹤0.01%
54,339
-1,110,682
3164
$154K ﹤0.01%
+22,155
3165
$154K ﹤0.01%
84,350
-89,954
3166
$149K ﹤0.01%
+11,091
3167
$148K ﹤0.01%
6,761
-1,000
3168
$142K ﹤0.01%
+14,137
3169
$142K ﹤0.01%
22,631
+8,020
3170
$140K ﹤0.01%
200,000
3171
$135K ﹤0.01%
10,375
-5,502
3172
$134K ﹤0.01%
1,367
+213
3173
$128K ﹤0.01%
12,140
+3
3174
$127K ﹤0.01%
34,786
+153
3175
$126K ﹤0.01%
13,472
+543