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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.17B
2 +$801M
3 +$760M
4
GE icon
GE Aerospace
GE
+$675M
5
CPRI icon
Capri Holdings
CPRI
+$631M

Top Sells

1 +$1.03B
2 +$776M
3 +$578M
4
TWX
Time Warner Inc
TWX
+$541M
5
VZ icon
Verizon
VZ
+$463M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
-1,134,747
3402
-59,450
3403
-292,815
3404
-85,755
3405
-1,204,453
3406
-2,148,516
3407
-567,387
3408
-45,617
3409
-53,343
3410
0
3411
-14,500
3412
-21,054
3413
-2,508
3414
-1,433
3415
-16,139
3416
-35,472
3417
-13,722
3418
-3,049
3419
-10,384
3420
-2,274
3421
-25,346
3422
-8,368
3423
0
3424
-9,154
3425
-23,000