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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
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Sells

1 +$2.43B
2 +$1.85B
3 +$1.16B
4
MSFT icon
Microsoft
MSFT
+$1.08B
5
MS icon
Morgan Stanley
MS
+$1.07B

Sector Composition

1 Technology 16.6%
2 Financials 11.9%
3 Healthcare 10.26%
4 Consumer Discretionary 9.99%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4001
$316K ﹤0.01%
12,546
4002
0
4003
$315K ﹤0.01%
8,139
-5,533
4004
$315K ﹤0.01%
9,359
-5,191
4005
$313K ﹤0.01%
+676
4006
$313K ﹤0.01%
10,496
-11,336
4007
$312K ﹤0.01%
31,530
4008
$312K ﹤0.01%
+24,000
4009
$311K ﹤0.01%
19,021
-4,487
4010
$310K ﹤0.01%
36,931
-443,598
4011
$310K ﹤0.01%
6,228
+451
4012
$310K ﹤0.01%
5,000
4013
$309K ﹤0.01%
13,418
+5,271
4014
$309K ﹤0.01%
2,660
+35
4015
$308K ﹤0.01%
98,547
+21,973
4016
$308K ﹤0.01%
18,758
+5,126
4017
$308K ﹤0.01%
20,940
-544
4018
$307K ﹤0.01%
14,955
-30,770
4019
$306K ﹤0.01%
5,562
-129
4020
$302K ﹤0.01%
13,468
+312
4021
$301K ﹤0.01%
12,935
+3,423
4022
$301K ﹤0.01%
+24,314
4023
$300K ﹤0.01%
8,405
-57,345
4024
$299K ﹤0.01%
+3,191
4025
$298K ﹤0.01%
6,990
-787