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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.04B
2 +$1.31B
3 +$746M
4
TT icon
Trane Technologies
TT
+$676M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.16B
2 +$701M
3 +$667M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$656M
5
GM icon
General Motors
GM
+$586M

Sector Composition

1 Financials 15.51%
2 Technology 12.2%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3726
$17K ﹤0.01%
425
+294
3727
$17K ﹤0.01%
+534
3728
$17K ﹤0.01%
420
3729
$17K ﹤0.01%
2,202
+783
3730
$17K ﹤0.01%
1,063
-10,097
3731
$17K ﹤0.01%
+725
3732
$16K ﹤0.01%
605
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3733
$16K ﹤0.01%
10,713
-13,273
3734
$16K ﹤0.01%
+425
3735
$16K ﹤0.01%
111
-33,594
3736
$16K ﹤0.01%
429
+60
3737
$16K ﹤0.01%
8,863
+5,330
3738
$16K ﹤0.01%
872
+213
3739
$16K ﹤0.01%
+1,200
3740
$16K ﹤0.01%
3,369
-1,353
3741
$16K ﹤0.01%
3,694
-480,481
3742
$16K ﹤0.01%
407
3743
$16K ﹤0.01%
1,608
-13,672
3744
$15K ﹤0.01%
556
-12,657
3745
$15K ﹤0.01%
637
+91
3746
$15K ﹤0.01%
+1,600
3747
$15K ﹤0.01%
2,080
+305
3748
$15K ﹤0.01%
544
3749
$15K ﹤0.01%
+6,912
3750
$15K ﹤0.01%
+486