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
$472B
AUM Growth
+$19.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,129
New
Increased
Reduced
Closed

Top Buys

1 +$3.85B
2 +$1.5B
3 +$1.21B
4
CVX icon
Chevron
CVX
+$1.08B
5
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$986M

Top Sells

1 +$3.61B
2 +$1.36B
3 +$913M
4
V icon
Visa
V
+$801M
5
T icon
AT&T
T
+$771M

Sector Composition

1 Technology 13.65%
2 Financials 13.19%
3 Healthcare 9.98%
4 Consumer Discretionary 9.29%
5 Industrials 7.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4176
$37K ﹤0.01%
1,069
-53
4177
$37K ﹤0.01%
4,705
+4,265
4178
$36K ﹤0.01%
2,284
+267
4179
$36K ﹤0.01%
+8,199
4180
$36K ﹤0.01%
473
-98
4181
$36K ﹤0.01%
10,000
-29,805
4182
$36K ﹤0.01%
22
-151
4183
$36K ﹤0.01%
1,880
+75
4184
$35K ﹤0.01%
2,040
+2,005
4185
$35K ﹤0.01%
1,616
+198
4186
$35K ﹤0.01%
1,087
+670
4187
$35K ﹤0.01%
1,264
+131
4188
$35K ﹤0.01%
10,232
+2,223
4189
$35K ﹤0.01%
+4,464
4190
$34K ﹤0.01%
759
-6,462
4191
$34K ﹤0.01%
+1,758
4192
$34K ﹤0.01%
811
+92
4193
$34K ﹤0.01%
3,359
+368
4194
$34K ﹤0.01%
+11,603
4195
$34K ﹤0.01%
354
+93
4196
$34K ﹤0.01%
+4,589
4197
$34K ﹤0.01%
189
+21
4198
$33K ﹤0.01%
51
+12
4199
$33K ﹤0.01%
12,954
+2,289
4200
$33K ﹤0.01%
2,132
+217