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
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Sells

1 +$2.43B
2 +$1.85B
3 +$1.16B
4
MSFT icon
Microsoft
MSFT
+$1.08B
5
MS icon
Morgan Stanley
MS
+$1.07B

Sector Composition

1 Technology 16.6%
2 Financials 11.9%
3 Healthcare 10.26%
4 Consumer Discretionary 9.99%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4401
$127K ﹤0.01%
2,220
-3,599
4402
$127K ﹤0.01%
1,101
-238
4403
$127K ﹤0.01%
16,535
-2,632
4404
$127K ﹤0.01%
2,301
-2,643
4405
$126K ﹤0.01%
27,084
-23,359
4406
$126K ﹤0.01%
15,602
-502
4407
$126K ﹤0.01%
3,375
-350,211
4408
$126K ﹤0.01%
3,058
-10,226
4409
$125K ﹤0.01%
7,983
-3,236
4410
$125K ﹤0.01%
18,294
-934
4411
$125K ﹤0.01%
5,521
-1,203
4412
$125K ﹤0.01%
3
4413
$124K ﹤0.01%
3,628
-2,596
4414
$124K ﹤0.01%
7,479
-2,644
4415
$124K ﹤0.01%
6,164
+203
4416
$124K ﹤0.01%
89,317
+37,291
4417
$124K ﹤0.01%
14,833
-506
4418
$124K ﹤0.01%
+13,425
4419
$124K ﹤0.01%
+2,053
4420
$123K ﹤0.01%
486
-18,724
4421
$123K ﹤0.01%
1,314
+554
4422
$122K ﹤0.01%
6,825
-1,515
4423
$122K ﹤0.01%
12,099
-10,832
4424
$122K ﹤0.01%
4,860
4425
$121K ﹤0.01%
5,899
+5,287