JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$705B
AUM Growth
+$59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,371
New
Increased
Reduced
Closed

Top Buys

1 +$2.57B
2 +$1.18B
3 +$832M
4
PEG icon
Public Service Enterprise Group
PEG
+$765M
5
UNP icon
Union Pacific
UNP
+$728M

Top Sells

1 +$1.43B
2 +$1.02B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$917M
5
EXC icon
Exelon
EXC
+$776M

Sector Composition

1 Technology 15.35%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4376
$68K ﹤0.01%
6,678
+125
4377
$68K ﹤0.01%
2,794
+288
4378
$68K ﹤0.01%
13,480
+544
4379
$67K ﹤0.01%
+4,319
4380
$67K ﹤0.01%
70,548
+2,135
4381
$66K ﹤0.01%
+7,000
4382
$66K ﹤0.01%
17,436
+3,609
4383
$66K ﹤0.01%
3,151
+187
4384
$66K ﹤0.01%
7,499
+678
4385
$66K ﹤0.01%
1,730
+89
4386
$65K ﹤0.01%
2,050
-54
4387
$65K ﹤0.01%
+17,457
4388
$65K ﹤0.01%
+2,100
4389
$65K ﹤0.01%
31,392
+30,408
4390
$65K ﹤0.01%
3,423
+181
4391
$64K ﹤0.01%
+729
4392
$64K ﹤0.01%
1,000
4393
$64K ﹤0.01%
4,262
4394
$64K ﹤0.01%
4,227
+3,843
4395
$64K ﹤0.01%
151
+6
4396
$64K ﹤0.01%
9,353
+1,394
4397
$64K ﹤0.01%
+2,600
4398
$64K ﹤0.01%
+2,454
4399
$64K ﹤0.01%
8,867
+262
4400
$64K ﹤0.01%
96,200
-16,400