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
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.49B
3 +$1.17B
4
ACN icon
Accenture
ACN
+$619M
5
D icon
Dominion Energy
D
+$515M

Top Sells

1 +$707M
2 +$657M
3 +$479M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$406M

Sector Composition

1 Financials 13.04%
2 Healthcare 11.02%
3 Technology 10.57%
4 Industrials 9.16%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
-22,626
3302
-12,627
3303
-13,301
3304
-23,263
3305
-47,117
3306
-21,380
3307
-107,439
3308
-7,312
3309
-25,241
3310
-711,339
3311
-1,103
3312
-36,277
3313
-17,304
3314
-84,940
3315
-36,501
3316
-16,789
3317
-54,391
3318
0
3319
-45,842
3320
-21,395
3321
-21,949
3322
-4,284
3323
-16,486
3324
-59,695
3325
-1,394