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

Top Buys

1 +$1.83B
2 +$1.45B
3 +$1.34B
4
EA icon
Electronic Arts
EA
+$903M
5
ADP icon
Automatic Data Processing
ADP
+$825M

Top Sells

1 +$1.63B
2 +$1.06B
3 +$942M
4
NKE icon
Nike
NKE
+$779M
5
UNP icon
Union Pacific
UNP
+$543M

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
3626
$232K ﹤0.01%
5,516
+721
3627
$231K ﹤0.01%
5,598
+1,701
3628
$230K ﹤0.01%
+4,703
3629
$230K ﹤0.01%
18,099
3630
$230K ﹤0.01%
5,979
+995
3631
$230K ﹤0.01%
5,056
+4,822
3632
$229K ﹤0.01%
6,447
-2,978
3633
$229K ﹤0.01%
11,055
3634
$229K ﹤0.01%
31,741
+4,446
3635
$229K ﹤0.01%
10,554
+7,120
3636
$229K ﹤0.01%
2,995
+1,627
3637
$228K ﹤0.01%
+478
3638
$227K ﹤0.01%
4,988
+180
3639
$227K ﹤0.01%
11,866
-832
3640
$227K ﹤0.01%
44,034
+32,074
3641
$225K ﹤0.01%
13,507
-3,388
3642
$225K ﹤0.01%
4,630
+302
3643
$225K ﹤0.01%
+5,378
3644
$224K ﹤0.01%
36,281
+26,951
3645
$224K ﹤0.01%
3,947
+302
3646
$223K ﹤0.01%
7,713
-90,811
3647
$222K ﹤0.01%
4,748
+100
3648
$222K ﹤0.01%
6,566
+681
3649
$222K ﹤0.01%
33,848
+20,029
3650
$221K ﹤0.01%
+606