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
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,872
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.04%
2 Healthcare 11.02%
3 Technology 10.57%
4 Industrials 9.16%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$222M 0.06%
2,904,622
+285,012
327
$222M 0.06%
3,012,088
+819,962
328
$222M 0.06%
5,920,785
+1,056,296
329
$221M 0.06%
2,292,704
+129,554
330
$221M 0.06%
4,295,559
-161,150
331
$221M 0.06%
1,721,771
+843,390
332
$221M 0.06%
2,024,638
+1,966,637
333
$221M 0.06%
3,789,826
-176,068
334
$220M 0.06%
2,037,085
+948,761
335
$220M 0.06%
1,925,846
+73,041
336
$220M 0.06%
2,172,192
+94,086
337
$219M 0.06%
8,841,447
-1,488,919
338
$219M 0.06%
4,864,693
-65,783
339
$216M 0.06%
12,351,662
-6,795,360
340
$215M 0.06%
13,111,852
+1,451,727
341
$215M 0.06%
5,773,876
+55,286
342
$214M 0.06%
3,089,137
+185,075
343
$212M 0.06%
2,466,462
+306,878
344
$212M 0.06%
2,658,964
+557,188
345
$211M 0.06%
10,440,448
-1,309,950
346
$211M 0.06%
3,544,538
+298,394
347
$210M 0.06%
3,222,091
-154,580
348
$210M 0.06%
1,674,690
+170,704
349
$210M 0.06%
1,905,714
-2,439,052
350
$210M 0.06%
2,934,508
+731,524