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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$552M
3 +$489M
4
TAP icon
Molson Coors Class B
TAP
+$484M
5
NFLX icon
Netflix
NFLX
+$467M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$40K ﹤0.01%
505
-525
3202
$40K ﹤0.01%
+3,053
3203
$40K ﹤0.01%
+822
3204
$40K ﹤0.01%
+4,029
3205
$40K ﹤0.01%
+3,164
3206
$40K ﹤0.01%
+4,307
3207
$40K ﹤0.01%
1,010
-24,141
3208
$39K ﹤0.01%
764
-4,140
3209
$39K ﹤0.01%
1,778
-26,532
3210
$39K ﹤0.01%
+1,739
3211
$38K ﹤0.01%
+402
3212
$38K ﹤0.01%
200
+90
3213
$38K ﹤0.01%
+538
3214
$38K ﹤0.01%
1,620
3215
$38K ﹤0.01%
+872
3216
$38K ﹤0.01%
1,632
-2,162
3217
$38K ﹤0.01%
+2,071
3218
$37K ﹤0.01%
+1,325
3219
$37K ﹤0.01%
8,876
-4,424
3220
$37K ﹤0.01%
36,349
-21,957
3221
$36K ﹤0.01%
+928
3222
$35K ﹤0.01%
2,040
-83,415
3223
$35K ﹤0.01%
4,286
3224
$34K ﹤0.01%
+776
3225
$34K ﹤0.01%
14,654
-473,879