We are live on ! Find out more
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
3426
$18K ﹤0.01%
+72
3427
$18K ﹤0.01%
1,729
+75
3428
$18K ﹤0.01%
634
+192
3429
$18K ﹤0.01%
+2,600
3430
$18K ﹤0.01%
700
-235
3431
$18K ﹤0.01%
1,134
+756
3432
$18K ﹤0.01%
2,781
+1,531
3433
$18K ﹤0.01%
933
3434
$18K ﹤0.01%
9,027
+8,721
3435
$17K ﹤0.01%
614
3436
$17K ﹤0.01%
+5,916
3437
$17K ﹤0.01%
126
-533
3438
$17K ﹤0.01%
663
-20
3439
$17K ﹤0.01%
1,600
-215
3440
$17K ﹤0.01%
880
-275
3441
$17K ﹤0.01%
9,004
-1,672
3442
$17K ﹤0.01%
951
-6,940
3443
$17K ﹤0.01%
744
+614
3444
$17K ﹤0.01%
17,877
+1,234
3445
$17K ﹤0.01%
+480
3446
$17K ﹤0.01%
+3,000
3447
$17K ﹤0.01%
353
-1,617
3448
$17K ﹤0.01%
1,564
+774
3449
$17K ﹤0.01%
+1,982
3450
$16K ﹤0.01%
1,339
-8,753