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
$416B
AUM Growth
+$347M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,723
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$919M
3 +$718M
4
WFC icon
Wells Fargo
WFC
+$679M
5
PEP icon
PepsiCo
PEP
+$641M

Top Sells

1 +$1.62B
2 +$1.19B
3 +$754M
4
BKNG icon
Booking.com
BKNG
+$726M
5
SLB icon
SLB Ltd
SLB
+$635M

Sector Composition

1 Financials 14.01%
2 Healthcare 11.89%
3 Technology 11.13%
4 Consumer Discretionary 8.53%
5 Industrials 8.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3226
-100,250
3227
-31,214
3228
-1,609
3229
-49,862
3230
-333,616
3231
0
3232
-1,045
3233
-69,426
3234
-31,904
3235
-104,829
3236
-196,724
3237
-51,175
3238
-491,442
3239
-532,736
3240
-91,700
3241
0
3242
-716,755
3243
-8,411,312
3244
-1,283,922
3245
-493,364
3246
-328,744
3247
-172,296
3248
-1,498,353
3249
-1,900,001
3250
-91,899