JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$228M 0.05%
9,728,958
-1,127,925
352
$225M 0.05%
815,551
+16,537
353
$224M 0.05%
3,478,851
-74,679
354
$224M 0.05%
8,328,072
-283,352
355
$222M 0.05%
6,089,924
+851,234
356
$220M 0.05%
4,379,025
+80,052
357
$219M 0.05%
7,046,005
-362,198
358
$217M 0.05%
2,479,648
+283,679
359
$216M 0.05%
5,556,514
-97,694
360
$216M 0.05%
1,665,871
+502,733
361
$216M 0.05%
6,245,884
+504,002
362
$214M 0.05%
6,285,863
-75,017
363
$214M 0.05%
3,796,769
-688,292
364
$213M 0.05%
+9,114,019
365
$212M 0.05%
3,943,843
+130,325
366
$210M 0.05%
7,711,927
+1,608,549
367
$209M 0.05%
2,086,282
-60,710
368
$206M 0.05%
2,792,889
+473,200
369
$206M 0.05%
1,710,225
+93,545
370
$205M 0.05%
1,848,663
-56,615
371
$205M 0.05%
1,575,398
+68,114
372
$205M 0.05%
4,681,892
+64,000
373
$204M 0.05%
1,682,696
+404,708
374
$203M 0.05%
5,981,908
-318,789
375
$203M 0.05%
2,100,440
+234,198