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

Top Buys

1 +$1.83B
2 +$1.45B
3 +$1.34B
4
EA icon
Electronic Arts
EA
+$903M
5
ADP icon
Automatic Data Processing
ADP
+$825M

Top Sells

1 +$1.63B
2 +$1.06B
3 +$942M
4
NKE icon
Nike
NKE
+$779M
5
UNP icon
Union Pacific
UNP
+$543M

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
3501
$325K ﹤0.01%
9,382
+5,433
3502
$325K ﹤0.01%
17,231
-58
3503
$325K ﹤0.01%
4,896
+604
3504
$322K ﹤0.01%
+79,300
3505
$322K ﹤0.01%
23,756
+20,677
3506
$322K ﹤0.01%
14,527
+9,913
3507
$321K ﹤0.01%
13,392
+9,717
3508
$320K ﹤0.01%
13,968
+1,350
3509
$320K ﹤0.01%
+6,778
3510
$319K ﹤0.01%
18,639
+8,299
3511
$318K ﹤0.01%
4,848
+4,045
3512
$317K ﹤0.01%
91,775
-14,818
3513
$317K ﹤0.01%
11,027
-841
3514
$317K ﹤0.01%
23,032
-111,377
3515
$316K ﹤0.01%
13,574
+12,078
3516
$315K ﹤0.01%
4,664
+983
3517
$315K ﹤0.01%
22,236
+6,414
3518
$314K ﹤0.01%
83,667
+5,890
3519
$311K ﹤0.01%
54,832
+31,687
3520
$311K ﹤0.01%
27,057
+7,671
3521
$311K ﹤0.01%
19,521
-7,351
3522
$311K ﹤0.01%
80,439
-86,919
3523
$311K ﹤0.01%
9,344
+1,167
3524
$310K ﹤0.01%
1,875
+377
3525
$309K ﹤0.01%
13,730
+13,690