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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$378B
AUM Growth
+$22.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,310
New
Increased
Reduced
Closed

Top Buys

1 +$2.12B
2 +$545M
3 +$471M
4
NFLX icon
Netflix
NFLX
+$467M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$465M

Sector Composition

1 Financials 15.58%
2 Healthcare 11.87%
3 Technology 11.82%
4 Consumer Discretionary 9.05%
5 Industrials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3876
-805,496
3877
-4,538,011
3878
-98,070
3879
-524,654
3880
-282,294
3881
-308,397
3882
-800,018
3883
-468,803
3884
-333,709
3885
-6,700,920
3886
$0 ﹤0.01%
+196
3887
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3888
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3889
-338,600
3890
$0 ﹤0.01%
+92
3891
-4,035,142
3892
$0 ﹤0.01%
+93
3893
-1,633,630
3894
0
3895
$0 ﹤0.01%
+39
3896
-77,445
3897
-20,470
3898
-62,200
3899
$0 ﹤0.01%
+1,206
3900
$0 ﹤0.01%
+100