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
$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 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3351
$15K ﹤0.01%
+827
3352
$14K ﹤0.01%
+391
3353
$14K ﹤0.01%
+751
3354
$14K ﹤0.01%
+2,511
3355
$14K ﹤0.01%
+976
3356
$14K ﹤0.01%
+350
3357
$14K ﹤0.01%
+643
3358
$14K ﹤0.01%
+144
3359
$14K ﹤0.01%
+1,824
3360
$14K ﹤0.01%
+526
3361
$14K ﹤0.01%
+4,539
3362
$14K ﹤0.01%
1,099
-20,761
3363
$14K ﹤0.01%
131
-11,708
3364
$14K ﹤0.01%
+1,030
3365
$13K ﹤0.01%
+1,277
3366
$13K ﹤0.01%
521
-20,762
3367
$13K ﹤0.01%
+6,735
3368
$13K ﹤0.01%
+1,000
3369
$13K ﹤0.01%
+414
3370
$13K ﹤0.01%
+3,091
3371
$13K ﹤0.01%
+1,497
3372
$13K ﹤0.01%
749
-59,271
3373
$13K ﹤0.01%
368
-8,880
3374
$13K ﹤0.01%
+3,470
3375
$13K ﹤0.01%
+900