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

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.2%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$11K ﹤0.01%
279
-4,935
3802
$11K ﹤0.01%
+588
3803
$11K ﹤0.01%
696
-704
3804
$11K ﹤0.01%
+341
3805
$11K ﹤0.01%
300
3806
$11K ﹤0.01%
450
3807
$11K ﹤0.01%
+212
3808
$10K ﹤0.01%
203
-11,578
3809
$10K ﹤0.01%
+466
3810
$10K ﹤0.01%
+331
3811
$10K ﹤0.01%
684
+99
3812
$10K ﹤0.01%
+342
3813
$10K ﹤0.01%
223
+33
3814
$10K ﹤0.01%
83
3815
$10K ﹤0.01%
502
+74
3816
$10K ﹤0.01%
+268
3817
$10K ﹤0.01%
3,983
-27,036
3818
$10K ﹤0.01%
2,000
+1,800
3819
$10K ﹤0.01%
1,372
-685
3820
$10K ﹤0.01%
342
-94
3821
$10K ﹤0.01%
387
+238
3822
$10K ﹤0.01%
+103
3823
$10K ﹤0.01%
500
-5,875
3824
$10K ﹤0.01%
799
-8,552
3825
$9K ﹤0.01%
+400