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
3276
$40K ﹤0.01%
+2,216
3277
0
3278
$40K ﹤0.01%
1,567
-372
3279
$40K ﹤0.01%
656
+118
3280
$40K ﹤0.01%
20,000
3281
$39K ﹤0.01%
6,124
+5,511
3282
$39K ﹤0.01%
2,501
+836
3283
$39K ﹤0.01%
5,476
+2,922
3284
$38K ﹤0.01%
+2,800
3285
$38K ﹤0.01%
404
-238
3286
$38K ﹤0.01%
2,314
-656,393
3287
$37K ﹤0.01%
1,620
3288
$37K ﹤0.01%
1,554
-56,825
3289
$37K ﹤0.01%
3,460
3290
$37K ﹤0.01%
2,240
-39,395
3291
$37K ﹤0.01%
6,549
-12,592
3292
$37K ﹤0.01%
764
3293
$37K ﹤0.01%
690
-7,450
3294
$37K ﹤0.01%
+9,267
3295
$37K ﹤0.01%
2,803
-22,280
3296
$36K ﹤0.01%
2,524
-295
3297
$36K ﹤0.01%
+1,574
3298
$36K ﹤0.01%
62,621
-96,234
3299
$36K ﹤0.01%
+627
3300
$36K ﹤0.01%
+1,553