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
3901
$106K ﹤0.01%
+33,105
3902
$106K ﹤0.01%
7,561
+6,461
3903
$105K ﹤0.01%
3,284
+238
3904
$105K ﹤0.01%
10,650
+1,314
3905
$105K ﹤0.01%
3,233
3906
$105K ﹤0.01%
1,927
+238
3907
$104K ﹤0.01%
5,729
+2,015
3908
$104K ﹤0.01%
7,333
+1,084
3909
$104K ﹤0.01%
1,693
+274
3910
$104K ﹤0.01%
21,792
-558,534
3911
$104K ﹤0.01%
22,561
-22,725
3912
$104K ﹤0.01%
4,737
-8,199
3913
$103K ﹤0.01%
3,125
+500
3914
$103K ﹤0.01%
4,408
+413
3915
$103K ﹤0.01%
9,247
-66,388
3916
$103K ﹤0.01%
7,269
+5,721
3917
$102K ﹤0.01%
3,278
+720
3918
$102K ﹤0.01%
5,110
-625
3919
$102K ﹤0.01%
5,088
-153,449
3920
$101K ﹤0.01%
4,209
+519
3921
$101K ﹤0.01%
19,466
+7,749
3922
$101K ﹤0.01%
2,349
+316
3923
$100K ﹤0.01%
7,802
+949
3924
$100K ﹤0.01%
4,962
3925
$99K ﹤0.01%
7,221
-56,075