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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.05B
2 +$1.32B
3 +$727M
4
TT icon
Trane Technologies
TT
+$704M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.18B
2 +$715M
3 +$676M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$662M
5
GM icon
General Motors
GM
+$603M

Sector Composition

1 Financials 15.51%
2 Technology 12.2%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
$5K ﹤0.01%
444
3927
$5K ﹤0.01%
1,330
-11,253
3928
$5K ﹤0.01%
+109
3929
$4K ﹤0.01%
314
3930
$4K ﹤0.01%
500
-15,039
3931
$4K ﹤0.01%
528
-5,994
3932
$4K ﹤0.01%
82
3933
$4K ﹤0.01%
+200
3934
$4K ﹤0.01%
+89
3935
$4K ﹤0.01%
256
-818
3936
$4K ﹤0.01%
62
-79
3937
$4K ﹤0.01%
+450
3938
$4K ﹤0.01%
+460
3939
$4K ﹤0.01%
586
-647,991
3940
$4K ﹤0.01%
145
-9,508
3941
$4K ﹤0.01%
+120
3942
$4K ﹤0.01%
1,166
+321
3943
$4K ﹤0.01%
1,959
3944
$4K ﹤0.01%
97
3945
$4K ﹤0.01%
+449
3946
$4K ﹤0.01%
498
+135
3947
$4K ﹤0.01%
1,081
+298
3948
$4K ﹤0.01%
1,023
-7,394
3949
$4K ﹤0.01%
+66
3950
$4K ﹤0.01%
1,287
+1,144