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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3576
$178K ﹤0.01%
11,394
+6,898
3577
$178K ﹤0.01%
13,465
+492
3578
$177K ﹤0.01%
6,704
-3,093
3579
$177K ﹤0.01%
17,400
+7,072
3580
$177K ﹤0.01%
16,512
-57,615
3581
$175K ﹤0.01%
21,645
+20,825
3582
$173K ﹤0.01%
23,751
-48,780
3583
$173K ﹤0.01%
6,296
-4,026
3584
$172K ﹤0.01%
386
-726
3585
$171K ﹤0.01%
4,534
+2,936
3586
$171K ﹤0.01%
34,440
-461,994
3587
$171K ﹤0.01%
192
+154
3588
$170K ﹤0.01%
4,993
-1,340
3589
$170K ﹤0.01%
1,986
-2,079
3590
$170K ﹤0.01%
11,233
-16,220
3591
$170K ﹤0.01%
126,652
-138,050
3592
$168K ﹤0.01%
4,855
-26
3593
$167K ﹤0.01%
65,309
+15,988
3594
$167K ﹤0.01%
+78,520
3595
$166K ﹤0.01%
16,147
-34,260
3596
$166K ﹤0.01%
15,821
+3,990
3597
$166K ﹤0.01%
4,939
-14,584
3598
$166K ﹤0.01%
65,293
+39,331
3599
$165K ﹤0.01%
13,160
+3,458
3600
$165K ﹤0.01%
11,190
+8,436