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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3901
$63K ﹤0.01%
849
+173
3902
$63K ﹤0.01%
14,585
-8,945
3903
$63K ﹤0.01%
4,869
-48,806
3904
$62K ﹤0.01%
1,808
-3,852
3905
$62K ﹤0.01%
557
+415
3906
$61K ﹤0.01%
+2,232
3907
$61K ﹤0.01%
1,936
-68
3908
$61K ﹤0.01%
478
+318
3909
$61K ﹤0.01%
2,640
-521
3910
$61K ﹤0.01%
3,054
+586
3911
$61K ﹤0.01%
31,106
+18,995
3912
$61K ﹤0.01%
105,982
-133,989
3913
$61K ﹤0.01%
3,350
-31
3914
$60K ﹤0.01%
597
+84
3915
$60K ﹤0.01%
16,669
-13,706
3916
$59K ﹤0.01%
2,580
3917
$59K ﹤0.01%
+17,273
3918
$59K ﹤0.01%
23,992
+155
3919
$58K ﹤0.01%
13,722
+2,882
3920
$57K ﹤0.01%
244
+55
3921
$57K ﹤0.01%
2,668
-8,127
3922
$57K ﹤0.01%
+1,704
3923
$56K ﹤0.01%
13,234
-264
3924
$56K ﹤0.01%
4,197
+2,040
3925
$56K ﹤0.01%
1,722
+338