JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$801M
3 +$760M
4
GE icon
GE Aerospace
GE
+$675M
5
CPRI icon
Capri Holdings
CPRI
+$631M

Top Sells

1 +$1.03B
2 +$776M
3 +$578M
4
TWX
Time Warner Inc
TWX
+$541M
5
VZ icon
Verizon
VZ
+$463M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$19K ﹤0.01%
534,978
3177
$18K ﹤0.01%
166,225
-58,398
3178
$16K ﹤0.01%
23,867
-31,245
3179
$14K ﹤0.01%
20,557
-134,600
3180
$10K ﹤0.01%
603
+27
3181
$6K ﹤0.01%
19,531
+121
3182
$3K ﹤0.01%
84,772
-776
3183
$3K ﹤0.01%
1,874
-693,930
3184
-13,770
3185
-49,679
3186
-552,122
3187
-34,949
3188
-17,792
3189
-72,500
3190
0
3191
-59,450
3192
-292,815
3193
-85,755
3194
-1,204,453
3195
-2,148,516
3196
-29,929
3197
-14,487
3198
-50,000
3199
-72,516
3200
-567,387