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
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$438M
3 +$434M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$432M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$424M

Top Sells

1 +$1.08B
2 +$722M
3 +$721M
4
AAPL icon
Apple
AAPL
+$701M
5
NFLX icon
Netflix
NFLX
+$544M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3526
$12K ﹤0.01%
15,693
-187
3527
$11K ﹤0.01%
+700
3528
$11K ﹤0.01%
292
-58
3529
$11K ﹤0.01%
300
+140
3530
$11K ﹤0.01%
353
+13
3531
$11K ﹤0.01%
+800
3532
$11K ﹤0.01%
309
-8,804
3533
$11K ﹤0.01%
368
3534
$11K ﹤0.01%
382
-7,282
3535
$11K ﹤0.01%
378
-1,231
3536
$11K ﹤0.01%
173
-34,995
3537
$11K ﹤0.01%
172
+45
3538
$11K ﹤0.01%
1,282
+1,119
3539
$11K ﹤0.01%
+1,000
3540
$11K ﹤0.01%
940
-4,776
3541
$11K ﹤0.01%
+750
3542
$11K ﹤0.01%
+1,646
3543
$11K ﹤0.01%
391
-65
3544
$11K ﹤0.01%
474
-118
3545
$11K ﹤0.01%
+2,315
3546
$11K ﹤0.01%
1,399
+1,133
3547
$11K ﹤0.01%
212
-10
3548
$11K ﹤0.01%
430
+190
3549
$11K ﹤0.01%
2,702
+2,700
3550
$10K ﹤0.01%
228