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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3801
$104K ﹤0.01%
28,353
3802
$104K ﹤0.01%
4,599
-215
3803
$103K ﹤0.01%
2,118
3804
$102K ﹤0.01%
+1,981
3805
$102K ﹤0.01%
4,499
-55,565
3806
$102K ﹤0.01%
37,795
-1,506
3807
$101K ﹤0.01%
5,764
-17,256
3808
$101K ﹤0.01%
1,700
-448
3809
$101K ﹤0.01%
2,824
-7,867
3810
$100K ﹤0.01%
2,100
-400
3811
$99K ﹤0.01%
1,700
3812
$99K ﹤0.01%
11,842
+322
3813
$99K ﹤0.01%
3,614
-1,215
3814
$98K ﹤0.01%
12,739
-1,207
3815
$98K ﹤0.01%
4,287
-3,253
3816
$98K ﹤0.01%
21,866
+212
3817
$98K ﹤0.01%
+3,225
3818
$97K ﹤0.01%
4,200
-75,624
3819
$97K ﹤0.01%
18,563
-844
3820
$97K ﹤0.01%
1,676
-79
3821
$96K ﹤0.01%
4,863
-109,915
3822
$95K ﹤0.01%
9,443
+7,734
3823
$95K ﹤0.01%
3,203
-150
3824
$95K ﹤0.01%
523
-416
3825
$95K ﹤0.01%
366,052
-2,964,449