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
$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%
2,204
-91
3927
$67K ﹤0.01%
3,984
-51,726
3928
$67K ﹤0.01%
2,190
+377
3929
$67K ﹤0.01%
4,016
+98
3930
$67K ﹤0.01%
+5,348
3931
$67K ﹤0.01%
12,059
-161,849
3932
$67K ﹤0.01%
4,635
-3
3933
$66K ﹤0.01%
1,366
-360
3934
$66K ﹤0.01%
+957
3935
$66K ﹤0.01%
1,054
-49
3936
$66K ﹤0.01%
13,790
-139,015
3937
$66K ﹤0.01%
2,040
3938
$66K ﹤0.01%
4,695
-44,943
3939
$66K ﹤0.01%
14,681
-213,838
3940
$66K ﹤0.01%
6,386
-34,950
3941
$66K ﹤0.01%
33,220
+32,246
3942
$66K ﹤0.01%
2,381
-9,087
3943
$66K ﹤0.01%
+4,190
3944
$66K ﹤0.01%
1,327
-28,157
3945
$66K ﹤0.01%
8,197
-101,331
3946
$66K ﹤0.01%
2,522
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