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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
$483B
AUM Growth
+$32.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,059
New
Increased
Reduced
Closed

Top Buys

1 +$1.83B
2 +$1.45B
3 +$1.34B
4
EA icon
Electronic Arts
EA
+$903M
5
ADP icon
Automatic Data Processing
ADP
+$825M

Top Sells

1 +$1.63B
2 +$1.06B
3 +$942M
4
NKE icon
Nike
NKE
+$779M
5
UNP icon
Union Pacific
UNP
+$543M

Sector Composition

1 Financials 14.04%
2 Technology 13.34%
3 Healthcare 11.07%
4 Consumer Discretionary 8.93%
5 Industrials 8.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4101
$59K ﹤0.01%
1,582
+195
4102
$59K ﹤0.01%
2,636
+325
4103
$59K ﹤0.01%
637
+89
4104
$59K ﹤0.01%
18,205
-61,325
4105
$59K ﹤0.01%
2,537
+313
4106
$59K ﹤0.01%
6,194
+156
4107
$58K ﹤0.01%
5,237
+838
4108
$58K ﹤0.01%
7,706
+2,218
4109
$58K ﹤0.01%
6,412
-1,730
4110
$58K ﹤0.01%
2,523
+303
4111
$58K ﹤0.01%
19,958
4112
$57K ﹤0.01%
3,404
-155
4113
$57K ﹤0.01%
1,508
-223
4114
$57K ﹤0.01%
5,682
-1,801
4115
$57K ﹤0.01%
5,069
-7,567
4116
$57K ﹤0.01%
2,728
+337
4117
$56K ﹤0.01%
2,293
-45,616
4118
$56K ﹤0.01%
1,078
+77
4119
$56K ﹤0.01%
1,534
+276
4120
$56K ﹤0.01%
2,079
+540
4121
$56K ﹤0.01%
2,783
-94,335
4122
$56K ﹤0.01%
439
-3
4123
$55K ﹤0.01%
7,026
-14,067
4124
$55K ﹤0.01%
943
+270
4125
$55K ﹤0.01%
9
+1