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
$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 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$81K ﹤0.01%
179
-91
3952
$81K ﹤0.01%
4,101
+457
3953
$81K ﹤0.01%
3,745
+869
3954
$80K ﹤0.01%
1,500
-2,500
3955
$80K ﹤0.01%
+8,256
3956
$80K ﹤0.01%
4,821
+4,471
3957
$80K ﹤0.01%
801
-1,945,185
3958
$80K ﹤0.01%
1,940
-8,434
3959
$80K ﹤0.01%
11,432
+8,157
3960
$79K ﹤0.01%
1,956
+52
3961
$79K ﹤0.01%
8,890
-15,335
3962
$79K ﹤0.01%
6,761
+647
3963
$79K ﹤0.01%
1,673
+293
3964
$78K ﹤0.01%
2,300
-700
3965
$78K ﹤0.01%
11,960
+1,395
3966
$78K ﹤0.01%
3,609
+3,522
3967
$78K ﹤0.01%
3,200
-149
3968
$78K ﹤0.01%
10,049
+668
3969
$78K ﹤0.01%
5,239
-170
3970
$78K ﹤0.01%
1,419
-16
3971
$78K ﹤0.01%
3,200
-650
3972
$77K ﹤0.01%
9,336
-103,063
3973
$77K ﹤0.01%
854
-103
3974
$77K ﹤0.01%
3,865
3975
$77K ﹤0.01%
1,669
+738