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
3401
$11K ﹤0.01%
+18
3402
$11K ﹤0.01%
+338
3403
$11K ﹤0.01%
+529
3404
$11K ﹤0.01%
96,551
3405
$11K ﹤0.01%
+564
3406
$10K ﹤0.01%
+322
3407
$10K ﹤0.01%
+202
3408
$10K ﹤0.01%
+1,216
3409
$10K ﹤0.01%
+22
3410
$10K ﹤0.01%
+368
3411
$10K ﹤0.01%
+1,200
3412
$10K ﹤0.01%
+396
3413
$10K ﹤0.01%
+189
3414
$10K ﹤0.01%
201
-8,096
3415
$10K ﹤0.01%
+597
3416
$10K ﹤0.01%
+511
3417
$10K ﹤0.01%
442
-8,328
3418
$10K ﹤0.01%
+295
3419
$10K ﹤0.01%
4,085
-7,678
3420
$10K ﹤0.01%
356
-13,000
3421
$10K ﹤0.01%
+600
3422
$10K ﹤0.01%
700
-402,792
3423
$10K ﹤0.01%
3,074
-68,077
3424
$10K ﹤0.01%
287
-39,637
3425
$10K ﹤0.01%
+1,813