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
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3326
$490K ﹤0.01%
140,424
+58,751
3327
$488K ﹤0.01%
11,707
-119
3328
$486K ﹤0.01%
28,314
-4,134
3329
$485K ﹤0.01%
9,882
+1,218
3330
$485K ﹤0.01%
11,777
-4,071
3331
0
3332
$484K ﹤0.01%
15,119
+100
3333
$482K ﹤0.01%
5,962
+5,408
3334
$482K ﹤0.01%
+160,856
3335
$478K ﹤0.01%
17,193
+9,354
3336
$478K ﹤0.01%
31,300
-22,796
3337
$477K ﹤0.01%
8,396
-2,569
3338
$476K ﹤0.01%
17,413
+4,270
3339
$475K ﹤0.01%
88,986
-24,892
3340
$474K ﹤0.01%
+23,000
3341
$474K ﹤0.01%
10,456
-4,914
3342
$473K ﹤0.01%
22,941
-34,243
3343
$472K ﹤0.01%
131,194
+115,017
3344
$469K ﹤0.01%
28,229
+3,829
3345
$467K ﹤0.01%
7,903
-11,027
3346
$467K ﹤0.01%
27,820
-3,845
3347
$465K ﹤0.01%
13,936
+3,492
3348
$465K ﹤0.01%
14,697
-37,635
3349
$465K ﹤0.01%
16,966
-28,173
3350
$465K ﹤0.01%
20,414
+2,924