JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$239M 0.06%
2,971,590
+678,616
302
$236M 0.06%
5,349,783
+3,738,063
303
$236M 0.06%
15,884,262
-360,632
304
$235M 0.06%
8,306,336
+98,892
305
$234M 0.06%
2,351,681
-30,309
306
$234M 0.06%
4,420,524
-710,293
307
$233M 0.06%
5,213,441
+3,719,465
308
$233M 0.06%
12,729,673
+5,273,078
309
$232M 0.06%
5,124,199
+475,933
310
$232M 0.06%
5,513,763
-461,358
311
$232M 0.06%
2,289,036
+15,110
312
$231M 0.06%
2,661,325
-63,554
313
$230M 0.06%
7,623,096
+2,228,325
314
$228M 0.06%
10,648,977
+854,008
315
$226M 0.06%
10,563,042
-781,155
316
$224M 0.06%
2,411,806
+673,737
317
$223M 0.06%
770,280
-184,359
318
$222M 0.06%
7,744,201
-5,923,910
319
$221M 0.06%
16,655,889
+8,130,385
320
$221M 0.06%
67,696,486
+17,263,886
321
$221M 0.06%
2,615,010
+773,068
322
$221M 0.06%
3,238,042
-3,102,922
323
$220M 0.05%
6,594,026
-3,193,761
324
$220M 0.05%
2,818,964
-469,496
325
$218M 0.05%
1,673,598
+399,279