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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
4001
$69K ﹤0.01%
6,534
+5,834
4002
$69K ﹤0.01%
1,465
-8,335
4003
$69K ﹤0.01%
4,525
+301
4004
$69K ﹤0.01%
11,101
-46,594
4005
$68K ﹤0.01%
2,405
-136
4006
$67K ﹤0.01%
+1,370
4007
$67K ﹤0.01%
675
-7,765
4008
0
4009
$66K ﹤0.01%
+267
4010
$66K ﹤0.01%
1,403
-340
4011
$66K ﹤0.01%
2,522
4012
$66K ﹤0.01%
491
-698
4013
$66K ﹤0.01%
3,206
-4,156
4014
$66K ﹤0.01%
16,777
-13,265
4015
$66K ﹤0.01%
+2,677
4016
$66K ﹤0.01%
+2,483
4017
$65K ﹤0.01%
4,092
+2,306
4018
$65K ﹤0.01%
5,194
-169
4019
$65K ﹤0.01%
4,630
-9,000
4020
$65K ﹤0.01%
6,524
-7,704
4021
$65K ﹤0.01%
836
+80
4022
$65K ﹤0.01%
+3,645
4023
$64K ﹤0.01%
3,714
4024
$64K ﹤0.01%
1,731
+376
4025
$64K ﹤0.01%
5,540
+631