JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.89B
2 +$1.45B
3 +$1.34B
4
ADP icon
Automatic Data Processing
ADP
+$879M
5
EA icon
Electronic Arts
EA
+$844M

Top Sells

1 +$1.79B
2 +$1.07B
3 +$856M
4
NKE icon
Nike
NKE
+$821M
5
UNP icon
Union Pacific
UNP
+$588M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$79K ﹤0.01%
1,727
-492
4002
$78K ﹤0.01%
463
+177
4003
$78K ﹤0.01%
1,333
+435
4004
$77K ﹤0.01%
3,189
+925
4005
$77K ﹤0.01%
2,232
+276
4006
$77K ﹤0.01%
2,300
4007
$77K ﹤0.01%
2,260
+278
4008
$77K ﹤0.01%
11,230
+8,305
4009
$77K ﹤0.01%
352
-244
4010
$77K ﹤0.01%
855
-350
4011
$77K ﹤0.01%
+4,426
4012
$77K ﹤0.01%
23,094
-136,097
4013
$76K ﹤0.01%
360
+93
4014
$76K ﹤0.01%
1,540
4015
0
4016
$76K ﹤0.01%
1,490
-2,144
4017
$76K ﹤0.01%
6,485
+685
4018
$76K ﹤0.01%
+30,498
4019
$75K ﹤0.01%
+18,348
4020
$75K ﹤0.01%
2,090
+918
4021
$74K ﹤0.01%
289
+23
4022
$74K ﹤0.01%
2,830
+344
4023
$74K ﹤0.01%
1,291
-399
4024
$74K ﹤0.01%
1,235
4025
$74K ﹤0.01%
35,073
+4,190