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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3501
$238K ﹤0.01%
2,040
-7
3502
$238K ﹤0.01%
9,353
-295
3503
$238K ﹤0.01%
3,900
-50
3504
$237K ﹤0.01%
10,757
3505
$237K ﹤0.01%
+12,950
3506
$237K ﹤0.01%
66,071
+39,495
3507
$237K ﹤0.01%
50,047
-54,802
3508
$236K ﹤0.01%
6,342
-5,641
3509
$236K ﹤0.01%
7,180
-370
3510
$236K ﹤0.01%
1,493
-25
3511
$235K ﹤0.01%
4,659
+11
3512
$235K ﹤0.01%
15,913
+6,543
3513
$234K ﹤0.01%
1,337
-1,706
3514
$234K ﹤0.01%
6,266
+2,204
3515
$233K ﹤0.01%
32,267
3516
$233K ﹤0.01%
12,618
+202
3517
$233K ﹤0.01%
35,466
-31,576
3518
$232K ﹤0.01%
3,600
3519
$232K ﹤0.01%
42,413
-28,679
3520
$231K ﹤0.01%
10,000
-225
3521
$231K ﹤0.01%
14,873
-54,307
3522
$231K ﹤0.01%
25,018
-22,860
3523
$231K ﹤0.01%
8,744
+4,815
3524
$231K ﹤0.01%
7,027
-16,850
3525
$230K ﹤0.01%
+14,870