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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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
$88K ﹤0.01%
24,740
-5,361
3927
$88K ﹤0.01%
2,309
-2,028
3928
$88K ﹤0.01%
3,090
-9,368
3929
$87K ﹤0.01%
4,204
-403
3930
$87K ﹤0.01%
+510
3931
$86K ﹤0.01%
1,627
+1,007
3932
$86K ﹤0.01%
2,625
+100
3933
$86K ﹤0.01%
5,399
-20,208
3934
$86K ﹤0.01%
+125
3935
$85K ﹤0.01%
+4,263
3936
$85K ﹤0.01%
6,249
+1,882
3937
$84K ﹤0.01%
3,799
+133
3938
$84K ﹤0.01%
+8,843
3939
$84K ﹤0.01%
6,443
+90
3940
$83K ﹤0.01%
1,014
+1,013
3941
$83K ﹤0.01%
2,387
-29
3942
$83K ﹤0.01%
2,558
-80
3943
$83K ﹤0.01%
2,556
+108
3944
$83K ﹤0.01%
30,883
+690
3945
$83K ﹤0.01%
2,847
+1,502
3946
$83K ﹤0.01%
10,699
-300,749
3947
$83K ﹤0.01%
4,882
-2,300
3948
$82K ﹤0.01%
+38
3949
$82K ﹤0.01%
20,919
-7,693
3950
$82K ﹤0.01%
15,892
+13,549