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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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
3626
$153K ﹤0.01%
63,102
+41,454
3627
$153K ﹤0.01%
14,164
+498
3628
$153K ﹤0.01%
6,077
-12,938
3629
$153K ﹤0.01%
41,433
-25,814
3630
$153K ﹤0.01%
18,519
+11,394
3631
$152K ﹤0.01%
4,120
-284
3632
$152K ﹤0.01%
1,308
-630
3633
$151K ﹤0.01%
14,261
+13
3634
$150K ﹤0.01%
13,309
-60,167
3635
$150K ﹤0.01%
27,046
-68,191
3636
$150K ﹤0.01%
3,762
-10,498
3637
$149K ﹤0.01%
4,556
-39,585
3638
$148K ﹤0.01%
178,846
+37,000
3639
$148K ﹤0.01%
6,587
+1,505
3640
$147K ﹤0.01%
39,943
+10,260
3641
$147K ﹤0.01%
22,904
+2,169
3642
$147K ﹤0.01%
13,349
-126,840
3643
$146K ﹤0.01%
11,364
+221
3644
$146K ﹤0.01%
8,784
+6,826
3645
$146K ﹤0.01%
1,337
+331
3646
$146K ﹤0.01%
46,125
-21,660
3647
$146K ﹤0.01%
3,021
-16,120
3648
$146K ﹤0.01%
19,961
+4,722
3649
$146K ﹤0.01%
10,000
-12,956
3650
$145K ﹤0.01%
16,324
-5,111