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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
$439B
AUM Growth
-$6.61B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,959
New
Increased
Reduced
Closed

Top Buys

1 +$1.18B
2 +$1.07B
3 +$1B
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$963M
5
MDT icon
Medtronic
MDT
+$799M

Top Sells

1 +$1.5B
2 +$873M
3 +$716M
4
CB icon
Chubb
CB
+$675M
5
LOW icon
Lowe's Companies
LOW
+$661M

Sector Composition

1 Financials 15.71%
2 Technology 13.3%
3 Healthcare 9.88%
4 Consumer Discretionary 9.21%
5 Industrials 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
$20K ﹤0.01%
2,864
+238
4202
$20K ﹤0.01%
+979
4203
$20K ﹤0.01%
519
+12
4204
$19K ﹤0.01%
3,385
-323,821
4205
$19K ﹤0.01%
+1,000
4206
$19K ﹤0.01%
1,000
4207
$19K ﹤0.01%
+646
4208
$19K ﹤0.01%
730
-54
4209
$19K ﹤0.01%
1,311
-619
4210
$19K ﹤0.01%
132
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4211
$18K ﹤0.01%
+727
4212
$18K ﹤0.01%
2,035
-155
4213
$18K ﹤0.01%
15,635
-3,846
4214
$18K ﹤0.01%
750
4215
$18K ﹤0.01%
+1,484
4216
$18K ﹤0.01%
1,937
-47,713
4217
$17K ﹤0.01%
626
-46
4218
$17K ﹤0.01%
266
-23,255
4219
$17K ﹤0.01%
+215
4220
$17K ﹤0.01%
799
-49
4221
$17K ﹤0.01%
1,448
4222
$17K ﹤0.01%
+1,100
4223
$17K ﹤0.01%
300
4224
$17K ﹤0.01%
1,218
+262
4225
$17K ﹤0.01%
561
-40