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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
3201
-10,513,342
3202
-1,333,698
3203
-787,408
3204
-62,900
3205
-1,210,010
3206
-582,852
3207
-717,379
3208
-1,570,359
3209
-1,204,453
3210
-159,397
3211
0
3212
-308,292
3213
-7,763
3214
-49,796
3215
0
3216
-36,704
3217
0
3218
-15,996
3219
-72,500
3220
-17,792
3221
-13,770
3222
-49,679
3223
-552,122
3224
-18,100
3225
-232,991