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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3551
$251K ﹤0.01%
+13,309
3552
$251K ﹤0.01%
8,047
+6,313
3553
$251K ﹤0.01%
43,999
-102,263
3554
$249K ﹤0.01%
5,352
-1,704
3555
$249K ﹤0.01%
23,963
+19,880
3556
$247K ﹤0.01%
17,289
+5,268
3557
$247K ﹤0.01%
8,289
+2,464
3558
$247K ﹤0.01%
87,768
+87,767
3559
$247K ﹤0.01%
6,332
-110
3560
$246K ﹤0.01%
5,479
+2,637
3561
$246K ﹤0.01%
10,652
+10,402
3562
$246K ﹤0.01%
39,114
+37,065
3563
$246K ﹤0.01%
14,208
-37,828
3564
$245K ﹤0.01%
9,236
+1,290
3565
$245K ﹤0.01%
17,312
-5,014
3566
$243K ﹤0.01%
+10,000
3567
$242K ﹤0.01%
28,802
+7,996
3568
$242K ﹤0.01%
12,698
-1,389
3569
$240K ﹤0.01%
+17,675
3570
$240K ﹤0.01%
21,995
+13,940
3571
$238K ﹤0.01%
11,888
+8,990
3572
$238K ﹤0.01%
+19,386
3573
$237K ﹤0.01%
79,530
+16,039
3574
$236K ﹤0.01%
12,024
-11,143
3575
$235K ﹤0.01%
6,726
+5,011