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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$438M
3 +$434M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$432M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$424M

Top Sells

1 +$1.08B
2 +$722M
3 +$721M
4
AAPL icon
Apple
AAPL
+$701M
5
NFLX icon
Netflix
NFLX
+$544M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
$20K ﹤0.01%
+3,390
3402
$20K ﹤0.01%
520
-26
3403
$20K ﹤0.01%
2,030
+1,646
3404
$20K ﹤0.01%
1,260
-1,359
3405
$20K ﹤0.01%
+844
3406
$20K ﹤0.01%
+300
3407
$20K ﹤0.01%
+900
3408
$20K ﹤0.01%
2,037
-54,216
3409
$20K ﹤0.01%
+13,037
3410
$19K ﹤0.01%
+1,299
3411
$19K ﹤0.01%
947
+198
3412
$19K ﹤0.01%
898
-147
3413
$19K ﹤0.01%
2,500
+1,545
3414
$19K ﹤0.01%
1,090
+339
3415
$19K ﹤0.01%
975
+783
3416
$19K ﹤0.01%
+1,010
3417
$19K ﹤0.01%
1,512
+629
3418
$19K ﹤0.01%
544
3419
$19K ﹤0.01%
+954
3420
$19K ﹤0.01%
13,647
3421
$19K ﹤0.01%
1,096
-18,148
3422
$19K ﹤0.01%
1,059
+22
3423
$18K ﹤0.01%
+3,400
3424
$18K ﹤0.01%
6,358
-377
3425
$18K ﹤0.01%
710
-4,327