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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
$366B
AUM Growth
-$12.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,565
New
Increased
Reduced
Closed

Top Buys

1 +$2.23B
2 +$438M
3 +$434M
4
TWC
TIME WARNER CABLE INC NEW COM STK
TWC
+$432M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$424M

Top Sells

1 +$1.08B
2 +$722M
3 +$721M
4
AAPL icon
Apple
AAPL
+$701M
5
NFLX icon
Netflix
NFLX
+$544M

Sector Composition

1 Financials 14.21%
2 Technology 12.06%
3 Healthcare 10.67%
4 Consumer Discretionary 9.05%
5 Industrials 8.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4076
-424
4077
$0 ﹤0.01%
+66
4078
$0 ﹤0.01%
2
4079
-34,766
4080
-2,024
4081
$0 ﹤0.01%
161
4082
-349
4083
-254
4084
-3,535
4085
-157
4086
$0 ﹤0.01%
+200
4087
-602
4088
-46,600
4089
-97,246
4090
-201,755
4091
-1,433
4092
$0 ﹤0.01%
20
4093
-18
4094
-147,585
4095
-273
4096
0
4097
0
4098
-93
4099
-82,674
4100
$0 ﹤0.01%
+1,590