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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3926
$67K ﹤0.01%
3,808
3927
$67K ﹤0.01%
2,204
-91
3928
$67K ﹤0.01%
3,984
-51,726
3929
$67K ﹤0.01%
2,190
+377
3930
$67K ﹤0.01%
4,016
+98
3931
$67K ﹤0.01%
+5,348
3932
$67K ﹤0.01%
12,059
-161,849
3933
$66K ﹤0.01%
6,386
-34,950
3934
$66K ﹤0.01%
33,220
+32,246
3935
$66K ﹤0.01%
1,366
-360
3936
$66K ﹤0.01%
2,381
-9,087
3937
$66K ﹤0.01%
+4,190
3938
$66K ﹤0.01%
1,327
-28,157
3939
$66K ﹤0.01%
8,197
-101,331
3940
$66K ﹤0.01%
2,522
3941
$66K ﹤0.01%
+957
3942
$66K ﹤0.01%
1,054
-49
3943
$66K ﹤0.01%
13,790
-139,015
3944
$66K ﹤0.01%
2,040
3945
$66K ﹤0.01%
4,695
-44,943
3946
$66K ﹤0.01%
14,681
-213,838
3947
$65K ﹤0.01%
4,097
-192
3948
$65K ﹤0.01%
23,761
-459
3949
$64K ﹤0.01%
2,601
-122
3950
$64K ﹤0.01%
4,511
-131