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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3976
$47K ﹤0.01%
+1,000
3977
$47K ﹤0.01%
911
-11
3978
$46K ﹤0.01%
4,277
-1,980
3979
$46K ﹤0.01%
1,635
-5,045
3980
$46K ﹤0.01%
12,373
+8,118
3981
$46K ﹤0.01%
+5,714
3982
$46K ﹤0.01%
+2,536
3983
$45K ﹤0.01%
2,015
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3984
$45K ﹤0.01%
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3985
$45K ﹤0.01%
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$45K ﹤0.01%
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$45K ﹤0.01%
11,217
-26,940
3988
$45K ﹤0.01%
415
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$45K ﹤0.01%
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$45K ﹤0.01%
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-321
3991
$44K ﹤0.01%
1,330
3992
$44K ﹤0.01%
1,200
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$44K ﹤0.01%
8,129
-104
3994
$44K ﹤0.01%
1,001
-6,816
3995
$44K ﹤0.01%
6,255
-35,714
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$44K ﹤0.01%
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3997
$44K ﹤0.01%
903
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3998
$44K ﹤0.01%
+1,478
3999
$43K ﹤0.01%
13,745
-329
4000
$43K ﹤0.01%
14,565
+3,613