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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,288
New
Increased
Reduced
Closed

Top Buys

1 +$1.56B
2 +$1.02B
3 +$505M
4
TFC icon
Truist Financial
TFC
+$502M
5
ADI icon
Analog Devices
ADI
+$492M

Top Sells

1 +$1.78B
2 +$855M
3 +$828M
4
VZ icon
Verizon
VZ
+$792M
5
MSFT icon
Microsoft
MSFT
+$789M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.44%
3 Healthcare 10.78%
4 Financials 10.39%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3626
$170K ﹤0.01%
14,854
-1,149
3627
$170K ﹤0.01%
1,083
+106
3628
$170K ﹤0.01%
+54,882
3629
$170K ﹤0.01%
+3,500
3630
$169K ﹤0.01%
41,000
-232,205
3631
$169K ﹤0.01%
7,974
+307
3632
$169K ﹤0.01%
5,876
+1,282
3633
$169K ﹤0.01%
7,369
-6,336
3634
$169K ﹤0.01%
11,288
+732
3635
$168K ﹤0.01%
7,938
-3,103
3636
$167K ﹤0.01%
1,308
+85
3637
$167K ﹤0.01%
6,258
+6,208
3638
$166K ﹤0.01%
6,892
+1,641
3639
$166K ﹤0.01%
14,124
-3,781
3640
$166K ﹤0.01%
6,909
+97
3641
$166K ﹤0.01%
10,199
-6,300
3642
$166K ﹤0.01%
40,235
-77,719
3643
$165K ﹤0.01%
1,773
+458
3644
$165K ﹤0.01%
12,504
-240
3645
$165K ﹤0.01%
10,726
+1,384
3646
$164K ﹤0.01%
24,863
+1,137
3647
$164K ﹤0.01%
6,837
+397
3648
$164K ﹤0.01%
5,522
-6,640
3649
$163K ﹤0.01%
9,748
+756
3650
$163K ﹤0.01%
19,265
+314