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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
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.12B
2 +$545M
3 +$471M
4
NFLX icon
Netflix
NFLX
+$467M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$465M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$25K ﹤0.01%
+1,406
3277
$25K ﹤0.01%
+653
3278
$25K ﹤0.01%
+1,878
3279
$25K ﹤0.01%
3,460
-277,541
3280
$25K ﹤0.01%
+935
3281
$24K ﹤0.01%
+1,009
3282
$24K ﹤0.01%
+990
3283
$24K ﹤0.01%
+4,640
3284
$24K ﹤0.01%
+666
3285
$24K ﹤0.01%
+1,155
3286
$24K ﹤0.01%
+750
3287
$24K ﹤0.01%
+500
3288
$24K ﹤0.01%
+3,744
3289
$23K ﹤0.01%
+331
3290
$23K ﹤0.01%
+2,619
3291
$23K ﹤0.01%
1,980
-110,688
3292
$23K ﹤0.01%
1,665
-67,860
3293
$23K ﹤0.01%
+358
3294
$23K ﹤0.01%
+1,523
3295
$22K ﹤0.01%
189
-98,751
3296
$22K ﹤0.01%
+1,590
3297
$22K ﹤0.01%
1,993
-9,252
3298
$21K ﹤0.01%
+279
3299
$21K ﹤0.01%
+2,793
3300
$21K ﹤0.01%
+8,450