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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.04B
2 +$1.31B
3 +$746M
4
TT icon
Trane Technologies
TT
+$676M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.16B
2 +$701M
3 +$667M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$656M
5
GM icon
General Motors
GM
+$586M

Sector Composition

1 Financials 15.51%
2 Technology 12.2%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4076
$1K ﹤0.01%
57
-1,470
4077
$1K ﹤0.01%
+7
4078
-4,900
4079
-11,400
4080
-18,261
4081
-1,279
4082
-314
4083
-9
4084
-32,995
4085
$0 ﹤0.01%
1
4086
$0 ﹤0.01%
14
-1,824
4087
-2,561
4088
-7,072
4089
-48,699
4090
-7,020
4091
-7,068
4092
-1,495
4093
-3,426
4094
-5,764
4095
-158,192
4096
-22,838
4097
-1,374
4098
-130
4099
-22,700
4100
-9,924