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
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$247K ﹤0.01%
50,979
+48,979
3602
$246K ﹤0.01%
17,553
-4,101
3603
$246K ﹤0.01%
10,951
+798
3604
$246K ﹤0.01%
308,700
-218,350
3605
$245K ﹤0.01%
10,168
-7,235
3606
$244K ﹤0.01%
6,446
+645
3607
$244K ﹤0.01%
6,270
-31,202
3608
$244K ﹤0.01%
3,500
-250
3609
$243K ﹤0.01%
45,523
+150
3610
$242K ﹤0.01%
3,217
+395
3611
$241K ﹤0.01%
3,088
-2,164
3612
$241K ﹤0.01%
7,928
-4,364
3613
$241K ﹤0.01%
11,503
+7,638
3614
$241K ﹤0.01%
3,605
+1,496
3615
$240K ﹤0.01%
10,000
3616
$239K ﹤0.01%
3,077
-62,966
3617
$238K ﹤0.01%
+6,367
3618
$238K ﹤0.01%
47,205
-13,561
3619
$237K ﹤0.01%
7,126
-15,272
3620
$235K ﹤0.01%
+1,336
3621
$234K ﹤0.01%
3,880
+135
3622
$234K ﹤0.01%
6,826
3623
$234K ﹤0.01%
20,688
-16,925
3624
$233K ﹤0.01%
5,943
+846
3625
$232K ﹤0.01%
8,089
-5,336