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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4151
$21K ﹤0.01%
3,938
-1,853
4152
$21K ﹤0.01%
508
-6
4153
$21K ﹤0.01%
3,813
-322
4154
$21K ﹤0.01%
+1,133
4155
$21K ﹤0.01%
149
+137
4156
$21K ﹤0.01%
5,675
+4,614
4157
$21K ﹤0.01%
+1,170
4158
$21K ﹤0.01%
+300
4159
$21K ﹤0.01%
1,788
+1,180
4160
$21K ﹤0.01%
61,147
-5,693
4161
$21K ﹤0.01%
450
4162
$21K ﹤0.01%
6,666
-5,774
4163
$21K ﹤0.01%
10,450
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4164
$21K ﹤0.01%
+400
4165
$21K ﹤0.01%
79,042
-16,000
4166
$21K ﹤0.01%
18,898
-453
4167
$20K ﹤0.01%
3,668
+2,150
4168
$20K ﹤0.01%
380
-45
4169
$20K ﹤0.01%
1,500
4170
$20K ﹤0.01%
+1,950
4171
$20K ﹤0.01%
11,155
-91,580
4172
$20K ﹤0.01%
14,640
-351
4173
$20K ﹤0.01%
5,607
-95,493
4174
$20K ﹤0.01%
+4,500
4175
$20K ﹤0.01%
1,902
+1,369