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
$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
3701
$125K ﹤0.01%
11,410
-6,356
3702
$124K ﹤0.01%
14,719
-2,786
3703
$124K ﹤0.01%
8,461
+6,837
3704
$124K ﹤0.01%
56,599
+27,890
3705
$123K ﹤0.01%
355
-826
3706
$123K ﹤0.01%
24,250
-138,655
3707
$122K ﹤0.01%
11,128
+2,255
3708
$122K ﹤0.01%
27,979
+13,682
3709
0
3710
$122K ﹤0.01%
1,944
-999
3711
$119K ﹤0.01%
+3,000
3712
$119K ﹤0.01%
154
+128
3713
$119K ﹤0.01%
10,177
-7,722
3714
$119K ﹤0.01%
10,950
+8,673
3715
$118K ﹤0.01%
16,673
-248
3716
$118K ﹤0.01%
5,219
+4,949
3717
$118K ﹤0.01%
18,880
-19,939
3718
0
3719
$116K ﹤0.01%
8,264
+3,987
3720
$116K ﹤0.01%
28,475
+5,845
3721
$116K ﹤0.01%
11,461
-20,119
3722
$115K ﹤0.01%
4,222
+1,555
3723
$115K ﹤0.01%
+4,071
3724
$114K ﹤0.01%
20,115
+4,653
3725
$114K ﹤0.01%
28,582
+12,164