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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3601
$184K ﹤0.01%
11,545
-430
3602
$184K ﹤0.01%
26,975
-20,938
3603
$184K ﹤0.01%
11,899
-14,388
3604
$183K ﹤0.01%
4,172
-197
3605
$182K ﹤0.01%
13,497
+3,105
3606
$182K ﹤0.01%
5,672
+1,555
3607
$181K ﹤0.01%
2,289
+2,274
3608
$181K ﹤0.01%
4,173
+659
3609
$179K ﹤0.01%
12,934
-493
3610
$179K ﹤0.01%
53,471
-449,131
3611
$179K ﹤0.01%
12,090
-26
3612
$178K ﹤0.01%
2,842
-130
3613
$177K ﹤0.01%
8,587
-154,168
3614
$177K ﹤0.01%
+12,775
3615
$177K ﹤0.01%
5,128
-240
3616
$177K ﹤0.01%
12,788
+9,158
3617
$177K ﹤0.01%
1,489
+814
3618
$176K ﹤0.01%
5,293
-6,705
3619
$176K ﹤0.01%
4,673
3620
$175K ﹤0.01%
8,542
-125,296
3621
$174K ﹤0.01%
18,154
-853
3622
$174K ﹤0.01%
+16,499
3623
$174K ﹤0.01%
4,625
-2,875,464
3624
$174K ﹤0.01%
34,571
-206,072
3625
$173K ﹤0.01%
8,045
-10,300