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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4201
$29K ﹤0.01%
2,599
-376
4202
$29K ﹤0.01%
1,225
4203
$29K ﹤0.01%
1,668
-341
4204
0
4205
$29K ﹤0.01%
2,030
-609
4206
$29K ﹤0.01%
+1,062
4207
$29K ﹤0.01%
1,931
-86
4208
$29K ﹤0.01%
5,915
-277
4209
$29K ﹤0.01%
20,100
-9,467
4210
$29K ﹤0.01%
10,744
-13,448
4211
$29K ﹤0.01%
1,259
-710
4212
$28K ﹤0.01%
4,604
4213
$28K ﹤0.01%
1,147
-1,539
4214
$28K ﹤0.01%
450
-1,519
4215
$28K ﹤0.01%
33
+20
4216
$28K ﹤0.01%
261
-999
4217
$28K ﹤0.01%
1,925
-90
4218
$28K ﹤0.01%
+1,763
4219
$28K ﹤0.01%
5,624
-32,640
4220
$27K ﹤0.01%
1,140
-216
4221
$27K ﹤0.01%
550
4222
$27K ﹤0.01%
2,147
-376
4223
$27K ﹤0.01%
201
-2,091
4224
$27K ﹤0.01%
1,198
-12,637
4225
$27K ﹤0.01%
168
-8