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

Top Buys

1 +$1.16B
2 +$1.02B
3 +$971M
4
VZ icon
Verizon
VZ
+$910M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$878M

Top Sells

1 +$2.59B
2 +$1.31B
3 +$764M
4
IBM icon
IBM
IBM
+$705M
5
TFCFA
Twenty-First Century Fox, Inc. Class A
TFCFA
+$625M

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
3776
$142K ﹤0.01%
14,256
+2,733
3777
$142K ﹤0.01%
+8,512
3778
$141K ﹤0.01%
+4,160
3779
$140K ﹤0.01%
2,955
+300
3780
$140K ﹤0.01%
1,015
-457
3781
$140K ﹤0.01%
6,734
-58,703
3782
$139K ﹤0.01%
5,535
-223
3783
$137K ﹤0.01%
6,116
+2,047
3784
$137K ﹤0.01%
16,422
+4,077
3785
$137K ﹤0.01%
1,580
3786
$135K ﹤0.01%
5,476
+366
3787
$135K ﹤0.01%
1,291
+160
3788
$133K ﹤0.01%
4,433
3789
$133K ﹤0.01%
5,735
-84,663
3790
$133K ﹤0.01%
+5,144
3791
$133K ﹤0.01%
8,124
+142
3792
$133K ﹤0.01%
16,948
+7,137
3793
$133K ﹤0.01%
+19,479
3794
$132K ﹤0.01%
2,598
-8,871
3795
$132K ﹤0.01%
+4,093
3796
$132K ﹤0.01%
2,327
+33
3797
0
3798
$131K ﹤0.01%
10,810
-1,300
3799
$131K ﹤0.01%
596
-1,403
3800
$131K ﹤0.01%
5,772
+2,930