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
$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
4076
$270K ﹤0.01%
3,568
-744
4077
$270K ﹤0.01%
1,838
-1,166
4078
$269K ﹤0.01%
+27,600
4079
$267K ﹤0.01%
8,750
-6,498
4080
$267K ﹤0.01%
55,113
+14,142
4081
$266K ﹤0.01%
+26,044
4082
$266K ﹤0.01%
6,938
-716
4083
$264K ﹤0.01%
6,954
-17,170
4084
$264K ﹤0.01%
6,462
-41,770
4085
0
4086
$262K ﹤0.01%
866
-803
4087
$262K ﹤0.01%
6,758
-44
4088
$262K ﹤0.01%
3,491
+512
4089
$261K ﹤0.01%
2,780
-100
4090
$261K ﹤0.01%
5,000
4091
$260K ﹤0.01%
11,207
-13,995
4092
$260K ﹤0.01%
3,706
-3,154
4093
$258K ﹤0.01%
19,792
+8,050
4094
$258K ﹤0.01%
7,928
-6,171
4095
$258K ﹤0.01%
8,582
-7,750
4096
$258K ﹤0.01%
6,900
-70,497
4097
$256K ﹤0.01%
+25,106
4098
$256K ﹤0.01%
3,992
+2,147
4099
$256K ﹤0.01%
5,641
-3,922
4100
$254K ﹤0.01%
5,205
-5,217