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
$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
4226
$41K ﹤0.01%
2,315
-439
4227
$41K ﹤0.01%
2,700
+16
4228
$41K ﹤0.01%
1,789
-128
4229
$41K ﹤0.01%
3,886
+1,250
4230
$41K ﹤0.01%
4,373
+539
4231
$41K ﹤0.01%
2,209
+1,181
4232
$40K ﹤0.01%
+2,841
4233
$40K ﹤0.01%
+2,746
4234
$40K ﹤0.01%
2,013
+241
4235
$40K ﹤0.01%
1,742
+217
4236
$39K ﹤0.01%
1,346
-11,788
4237
$39K ﹤0.01%
2,083
+256
4238
$39K ﹤0.01%
398
-5,811
4239
$39K ﹤0.01%
260
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4240
$39K ﹤0.01%
17,157
+2,115
4241
$38K ﹤0.01%
+1,503
4242
$38K ﹤0.01%
2,249
+1,774
4243
$38K ﹤0.01%
8,914
+1,099
4244
$38K ﹤0.01%
1,122
-2,030
4245
$38K ﹤0.01%
953
+118
4246
$37K ﹤0.01%
4,094
+504
4247
$37K ﹤0.01%
113
-957
4248
$37K ﹤0.01%
3,300
-6,780
4249
$37K ﹤0.01%
+1,441
4250
$37K ﹤0.01%
+26