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
3176
$692K ﹤0.01%
23,985
-9,027
3177
$692K ﹤0.01%
38,924
+15,946
3178
$691K ﹤0.01%
871,311
-1,923,133
3179
$684K ﹤0.01%
+66,405
3180
$681K ﹤0.01%
91,197
-164,585
3181
$680K ﹤0.01%
51,780
+17,238
3182
$677K ﹤0.01%
31,208
+486
3183
$676K ﹤0.01%
57,051
-5,077
3184
$675K ﹤0.01%
+75,000
3185
$675K ﹤0.01%
47,407
-15,093
3186
$672K ﹤0.01%
968
-1,677
3187
$670K ﹤0.01%
9,069
+373
3188
$670K ﹤0.01%
12,126
+313
3189
$669K ﹤0.01%
254,196
+115,956
3190
$668K ﹤0.01%
295,675
+147,987
3191
$666K ﹤0.01%
74,188
+16,685
3192
$665K ﹤0.01%
26,746
3193
$663K ﹤0.01%
41,476
+91
3194
$663K ﹤0.01%
+6,819
3195
$662K ﹤0.01%
9,653
-5,949
3196
$659K ﹤0.01%
66,229
-26,424
3197
$658K ﹤0.01%
8,506
+30
3198
$656K ﹤0.01%
7,453
+3,500
3199
$653K ﹤0.01%
83,362
+67,545
3200
$653K ﹤0.01%
5,842
+791