JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3276
$416K ﹤0.01%
45,396
+30,966
3277
$415K ﹤0.01%
14,222
+2,568
3278
$414K ﹤0.01%
3,942
-13,411
3279
$413K ﹤0.01%
5,842
+54
3280
$413K ﹤0.01%
8,512
-648
3281
$412K ﹤0.01%
10,119
+245
3282
$412K ﹤0.01%
6,937
+409
3283
$410K ﹤0.01%
16,284
-49,011
3284
$410K ﹤0.01%
208,138
-71,369
3285
$410K ﹤0.01%
8,642
-444
3286
$410K ﹤0.01%
672
+84
3287
$409K ﹤0.01%
15,846
+959
3288
$405K ﹤0.01%
26,355
+10,569
3289
$405K ﹤0.01%
5,088
+330
3290
$405K ﹤0.01%
90,148
+74,702
3291
$403K ﹤0.01%
10,135
+8,000
3292
$403K ﹤0.01%
868
+1
3293
$403K ﹤0.01%
16,053
+14,110
3294
$402K ﹤0.01%
6,742
-429
3295
$400K ﹤0.01%
10,296
-50,855
3296
$400K ﹤0.01%
223,676
-60,437
3297
$399K ﹤0.01%
39,877
3298
$398K ﹤0.01%
15,277
+2,422
3299
$397K ﹤0.01%
+19,497
3300
$396K ﹤0.01%
23,742
+501