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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.18B
2 +$1.07B
3 +$1B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$963M
5
MDT icon
Medtronic
MDT
+$799M

Top Sells

1 +$1.5B
2 +$873M
3 +$716M
4
CB icon
Chubb
CB
+$675M
5
LOW icon
Lowe's Companies
LOW
+$661M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4051
$34K ﹤0.01%
620
-8
4052
$34K ﹤0.01%
546
+219
4053
$34K ﹤0.01%
1,987
-141
4054
$34K ﹤0.01%
1,554
-115
4055
$34K ﹤0.01%
261
+189
4056
$34K ﹤0.01%
1,791
-66
4057
$34K ﹤0.01%
+2,836
4058
$34K ﹤0.01%
821
-62
4059
$34K ﹤0.01%
1,220
+230
4060
$34K ﹤0.01%
1,128
+639
4061
$34K ﹤0.01%
1,345
-95
4062
$34K ﹤0.01%
11,376
-76,862
4063
$34K ﹤0.01%
8,498
-732
4064
$34K ﹤0.01%
4,554
-3,746
4065
$34K ﹤0.01%
1,785
-128
4066
$34K ﹤0.01%
2,031
-145
4067
$33K ﹤0.01%
3,336
-250
4068
$33K ﹤0.01%
1,920
-138
4069
$33K ﹤0.01%
3,445
-247
4070
$33K ﹤0.01%
5,167
-243
4071
$33K ﹤0.01%
4,437
-330
4072
$33K ﹤0.01%
2,261
-163
4073
$33K ﹤0.01%
1,917
-168
4074
$33K ﹤0.01%
580
-11
4075
$32K ﹤0.01%
458
+406