JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3451
$365K ﹤0.01%
6,955
+90
3452
$364K ﹤0.01%
3,741
+2,575
3453
$364K ﹤0.01%
7,576
3454
$364K ﹤0.01%
10,820
+37
3455
$363K ﹤0.01%
208,435
-1,270,788
3456
$363K ﹤0.01%
61,490
+40,571
3457
$362K ﹤0.01%
52,664
-22,848
3458
$361K ﹤0.01%
14,339
-54,852
3459
$360K ﹤0.01%
133,308
-53,659
3460
$359K ﹤0.01%
68,950
+30,629
3461
$358K ﹤0.01%
30,088
+13,044
3462
$358K ﹤0.01%
76,760
+4,317
3463
$357K ﹤0.01%
20,551
-490
3464
$354K ﹤0.01%
30,979
-6,378
3465
$352K ﹤0.01%
43,979
+10,587
3466
$350K ﹤0.01%
6,500
3467
$350K ﹤0.01%
16,311
-3,275
3468
$350K ﹤0.01%
17,723
+4,476
3469
$349K ﹤0.01%
52,704
+13,590
3470
$348K ﹤0.01%
59,692
-472,221
3471
$348K ﹤0.01%
30,082
+239
3472
$347K ﹤0.01%
7,551
-237,715
3473
$347K ﹤0.01%
7,837
-20,365
3474
$347K ﹤0.01%
8,051
-35,315
3475
$346K ﹤0.01%
13,833
-277