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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3701
$168K ﹤0.01%
+61,493
3702
$168K ﹤0.01%
3,827
-64
3703
$168K ﹤0.01%
4,741
-55,993
3704
$167K ﹤0.01%
9,347
-13,160
3705
$167K ﹤0.01%
3,704
-23,056
3706
$166K ﹤0.01%
7,053
+3,903
3707
$166K ﹤0.01%
70,639
-205,813
3708
$166K ﹤0.01%
5,489
-38,349
3709
$166K ﹤0.01%
2,109
+1,909
3710
$166K ﹤0.01%
44,163
+19,078
3711
$166K ﹤0.01%
+50,297
3712
$165K ﹤0.01%
5,230
-35,527
3713
$165K ﹤0.01%
3,675
+2,215
3714
$165K ﹤0.01%
8,732
+5,249
3715
$165K ﹤0.01%
23,938
+1,687
3716
$165K ﹤0.01%
6,991
+428
3717
$164K ﹤0.01%
2,211
+2,124
3718
$163K ﹤0.01%
12,681
-12,700
3719
$162K ﹤0.01%
+11,694
3720
$162K ﹤0.01%
67,361
-159,149
3721
$161K ﹤0.01%
2,288
+28
3722
$161K ﹤0.01%
148,683
+3,386
3723
$161K ﹤0.01%
28,143
+8,416
3724
$161K ﹤0.01%
5,004
+3,796
3725
$160K ﹤0.01%
+8,171