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

Top Buys

1 +$2.35B
2 +$467M
3 +$457M
4
EMN icon
Eastman Chemical
EMN
+$455M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$443M

Top Sells

1 +$1.17B
2 +$781M
3 +$766M
4
CB
CHUBB CORPORATION
CB
+$721M
5
CTSH icon
Cognizant
CTSH
+$570M

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%
779
-59,112
3527
$11K ﹤0.01%
+1,646
3528
$11K ﹤0.01%
391
-65
3529
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474
-118
3530
$11K ﹤0.01%
+2,315
3531
$11K ﹤0.01%
1,399
+1,133
3532
$11K ﹤0.01%
212
-10
3533
$11K ﹤0.01%
430
+190
3534
$11K ﹤0.01%
2,702
+2,700
3535
$11K ﹤0.01%
940
-4,776
3536
$11K ﹤0.01%
+750
3537
$11K ﹤0.01%
+700
3538
$11K ﹤0.01%
292
-58
3539
$11K ﹤0.01%
300
+140
3540
$11K ﹤0.01%
353
+13
3541
$11K ﹤0.01%
+800
3542
$11K ﹤0.01%
309
-8,804
3543
$11K ﹤0.01%
368
3544
$11K ﹤0.01%
382
-7,282
3545
$11K ﹤0.01%
378
-1,231
3546
$11K ﹤0.01%
173
-34,995
3547
$11K ﹤0.01%
172
+45
3548
$11K ﹤0.01%
1,282
+1,119
3549
$11K ﹤0.01%
+1,000
3550
$10K ﹤0.01%
1,200