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
3151
$726K ﹤0.01%
33,400
-9,864
3152
$725K ﹤0.01%
18,715
+1,233
3153
$724K ﹤0.01%
199,648
+4,440
3154
$724K ﹤0.01%
39,156
+2,601
3155
$722K ﹤0.01%
21,911
+2,452
3156
$722K ﹤0.01%
23,933
+39
3157
$720K ﹤0.01%
25,840
+7,858
3158
$720K ﹤0.01%
30,109
+17,312
3159
$719K ﹤0.01%
12,728
+846
3160
$717K ﹤0.01%
21,702
+8,388
3161
$714K ﹤0.01%
74,789
+22,043
3162
$714K ﹤0.01%
8,826
+8,412
3163
$712K ﹤0.01%
14,955
+2,606
3164
$710K ﹤0.01%
35,614
-116,506
3165
$710K ﹤0.01%
10,342
+133
3166
$710K ﹤0.01%
16,568
+7,507
3167
$703K ﹤0.01%
11,505
-201,864
3168
$703K ﹤0.01%
110,271
-890
3169
$702K ﹤0.01%
25,155
-19,266
3170
$701K ﹤0.01%
38,857
+844
3171
$700K ﹤0.01%
63,588
+60,594
3172
$698K ﹤0.01%
29,495
+2,678
3173
$695K ﹤0.01%
4,720
-28,003
3174
$693K ﹤0.01%
19,804
-158,081
3175
$693K ﹤0.01%
14,375
-2,872