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

Top Buys

1 +$2.35B
2 +$467M
3 +$457M
4
EMN icon
Eastman Chemical
EMN
+$455M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$443M

Top Sells

1 +$1.17B
2 +$781M
3 +$766M
4
CB
CHUBB CORPORATION
CB
+$721M
5
CTSH icon
Cognizant
CTSH
+$570M

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%
+4,200
3252
$44K ﹤0.01%
3,242
-30,914
3253
$44K ﹤0.01%
+4,267
3254
$44K ﹤0.01%
+1,261
3255
$44K ﹤0.01%
6,000
3256
$44K ﹤0.01%
1,108
-31,617
3257
$43K ﹤0.01%
3,053
3258
$43K ﹤0.01%
137
-3,514
3259
$43K ﹤0.01%
+7,557
3260
$43K ﹤0.01%
+642
3261
$43K ﹤0.01%
1,582
-682
3262
$42K ﹤0.01%
+3,487
3263
$42K ﹤0.01%
505
3264
$42K ﹤0.01%
3,730
3265
$42K ﹤0.01%
+5,500
3266
$42K ﹤0.01%
5,407
+5,006
3267
$41K ﹤0.01%
1,655
+881
3268
$41K ﹤0.01%
+954
3269
$41K ﹤0.01%
+965
3270
$41K ﹤0.01%
1,920
+1,772
3271
$41K ﹤0.01%
955
-105
3272
$40K ﹤0.01%
+435
3273
$40K ﹤0.01%
+1,600
3274
$40K ﹤0.01%
12,240
+12,100
3275
$40K ﹤0.01%
+3,475