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
3226
$629K ﹤0.01%
22,148
+15,414
3227
$628K ﹤0.01%
37,129
+1,483
3228
$628K ﹤0.01%
7,937
+973
3229
$626K ﹤0.01%
103,287
+58,788
3230
$625K ﹤0.01%
47,930
-30,921
3231
$624K ﹤0.01%
15,345
+1,872
3232
$622K ﹤0.01%
25,198
3233
$621K ﹤0.01%
21,915
+2,690
3234
$619K ﹤0.01%
29,253
+1,190
3235
$617K ﹤0.01%
22,524
+791
3236
$616K ﹤0.01%
21,379
-58,836
3237
$614K ﹤0.01%
31,549
-11,921
3238
$612K ﹤0.01%
13,831
+2,734
3239
$612K ﹤0.01%
39,109
-4,580
3240
$611K ﹤0.01%
4,729
+1,149
3241
$609K ﹤0.01%
7,521
+785
3242
$608K ﹤0.01%
26,430
+20,314
3243
$608K ﹤0.01%
12,793
+3,121
3244
$607K ﹤0.01%
2,304
+1,974
3245
$606K ﹤0.01%
10,300
+467
3246
$606K ﹤0.01%
43,662
-44,712
3247
$606K ﹤0.01%
26,299
+1,461
3248
$604K ﹤0.01%
8,901
-499
3249
$602K ﹤0.01%
103,790
-35,268
3250
$601K ﹤0.01%
16,807
+11,936