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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
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$438M
3 +$434M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$432M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$424M

Top Sells

1 +$1.08B
2 +$722M
3 +$721M
4
AAPL icon
Apple
AAPL
+$701M
5
NFLX icon
Netflix
NFLX
+$544M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3251
$44K ﹤0.01%
+1,261
3252
$44K ﹤0.01%
+4,267
3253
$44K ﹤0.01%
6,000
3254
$44K ﹤0.01%
1,108
-31,617
3255
$44K ﹤0.01%
+4,200
3256
$44K ﹤0.01%
3,242
-30,914
3257
$43K ﹤0.01%
+642
3258
$43K ﹤0.01%
1,582
-682
3259
$43K ﹤0.01%
137
-3,514
3260
$43K ﹤0.01%
+7,557
3261
$43K ﹤0.01%
3,053
3262
$42K ﹤0.01%
+3,487
3263
$42K ﹤0.01%
505
3264
$42K ﹤0.01%
3,730
3265
$42K ﹤0.01%
5,407
+5,006
3266
$42K ﹤0.01%
+5,500
3267
$41K ﹤0.01%
1,655
+881
3268
$41K ﹤0.01%
+954
3269
$41K ﹤0.01%
+965
3270
$41K ﹤0.01%
955
-105
3271
$41K ﹤0.01%
1,920
+1,772
3272
$40K ﹤0.01%
+2,216
3273
0
3274
$40K ﹤0.01%
12,240
+12,100
3275
$40K ﹤0.01%
+3,475