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

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

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
3876
$114K ﹤0.01%
5,600
+4,053
3877
$113K ﹤0.01%
7,092
+1,450
3878
$113K ﹤0.01%
+2,917
3879
$113K ﹤0.01%
3,040
-690
3880
$112K ﹤0.01%
4,500
3881
$112K ﹤0.01%
7,348
+905
3882
$111K ﹤0.01%
+259
3883
$111K ﹤0.01%
+1,426
3884
$111K ﹤0.01%
+8,430
3885
$111K ﹤0.01%
2,861
-188,323
3886
$111K ﹤0.01%
25,322
-38,541
3887
$110K ﹤0.01%
16,025
-40,660
3888
$110K ﹤0.01%
+4,238
3889
$109K ﹤0.01%
4,674
-2,379
3890
$109K ﹤0.01%
3,121
+1,751
3891
$109K ﹤0.01%
6,549
+937
3892
$108K ﹤0.01%
4,260
3893
$108K ﹤0.01%
28,353
-400
3894
$107K ﹤0.01%
7,457
-1,013
3895
$107K ﹤0.01%
4,739
+646
3896
$107K ﹤0.01%
1,815
+224
3897
$106K ﹤0.01%
3,384
-1,620
3898
$106K ﹤0.01%
55,039
+10,490
3899
$106K ﹤0.01%
3,928
-23,255
3900
$106K ﹤0.01%
8,747
-5,738