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
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.83B
2 +$1.45B
3 +$1.34B
4
EA icon
Electronic Arts
EA
+$903M
5
ADP icon
Automatic Data Processing
ADP
+$825M

Top Sells

1 +$1.63B
2 +$1.06B
3 +$942M
4
NKE icon
Nike
NKE
+$779M
5
UNP icon
Union Pacific
UNP
+$543M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3851
$123K ﹤0.01%
4,345
-49,688
3852
$123K ﹤0.01%
2,403
-195
3853
$122K ﹤0.01%
3,097
-1,861
3854
$122K ﹤0.01%
2,500
3855
$121K ﹤0.01%
3,562
+438
3856
$120K ﹤0.01%
1,739
-6,200
3857
$120K ﹤0.01%
1,869
-80
3858
$119K ﹤0.01%
4,834
-3,337
3859
$118K ﹤0.01%
2,000
3860
$118K ﹤0.01%
18,681
-62,048
3861
$118K ﹤0.01%
3,643
-53,068
3862
$118K ﹤0.01%
809
+10
3863
$117K ﹤0.01%
127
+2
3864
$117K ﹤0.01%
1,105
+136
3865
$117K ﹤0.01%
12,000
+400
3866
$117K ﹤0.01%
3,292
+1,801
3867
$117K ﹤0.01%
20,519
+2,000
3868
$116K ﹤0.01%
145,297
-3,386
3869
$115K ﹤0.01%
6,553
+1,506
3870
$115K ﹤0.01%
9,232
-2,594
3871
$115K ﹤0.01%
1,326
-13,222
3872
$115K ﹤0.01%
19,887
+2,322
3873
$114K ﹤0.01%
2,386
-118
3874
$114K ﹤0.01%
79
+11
3875
$114K ﹤0.01%
1,142
-13