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
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.49B
3 +$1.17B
4
ACN icon
Accenture
ACN
+$619M
5
D icon
Dominion Energy
D
+$515M

Top Sells

1 +$707M
2 +$657M
3 +$479M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$406M

Sector Composition

1 Financials 13.04%
2 Healthcare 11.02%
3 Technology 10.57%
4 Industrials 9.16%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
-14,500
3552
-22,001
3553
-303,632
3554
-259,580
3555
-113,776
3556
-50,100
3557
-14,840
3558
-12,383
3559
-50,953
3560
-18,861
3561
-46,399
3562
-79,127
3563
-31,200
3564
-92,040
3565
-51,417
3566
-40,192
3567
-31,242
3568
0
3569
-10,181
3570
-236,195
3571
-28,166
3572
-12,837
3573
-3,189
3574
-93,317
3575
-53,625