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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3476
$303K ﹤0.01%
+60,488
3477
$302K ﹤0.01%
13,247
+4,936
3478
$302K ﹤0.01%
560
+360
3479
$301K ﹤0.01%
1,179
-3,949
3480
$300K ﹤0.01%
2,999
-81
3481
$299K ﹤0.01%
21,654
+564
3482
$299K ﹤0.01%
5,970
-772
3483
$296K ﹤0.01%
11,677
-965
3484
$295K ﹤0.01%
8,830
+226
3485
$295K ﹤0.01%
8,218
+6,126
3486
$294K ﹤0.01%
8,177
-209,452
3487
$294K ﹤0.01%
20,678
+15,278
3488
$294K ﹤0.01%
6,204
+597
3489
$294K ﹤0.01%
11,578
+25
3490
$292K ﹤0.01%
14,930
+4,167
3491
$292K ﹤0.01%
10,332
+500
3492
$291K ﹤0.01%
7,528
-65,031
3493
$291K ﹤0.01%
10,488
+7,297
3494
$291K ﹤0.01%
1,498
+860
3495
$289K ﹤0.01%
20,230
+18,752
3496
$289K ﹤0.01%
4,595
+412
3497
$288K ﹤0.01%
55,340
+48,700
3498
$287K ﹤0.01%
2,217
-1,445
3499
$287K ﹤0.01%
13,764
+578
3500
$287K ﹤0.01%
4,292
-13,597