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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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4426
0
4427
$1K ﹤0.01%
1,300
-5,955
4428
$1K ﹤0.01%
+100
4429
$1K ﹤0.01%
33
-733
4430
$1K ﹤0.01%
+1
4431
0
4432
$1K ﹤0.01%
261
-1,099
4433
$1K ﹤0.01%
705
-6,681
4434
$1K ﹤0.01%
+815
4435
0
4436
$1K ﹤0.01%
+54
4437
$1K ﹤0.01%
+282
4438
$1K ﹤0.01%
1,200
-11,509
4439
$1K ﹤0.01%
40
-1,035
4440
$1K ﹤0.01%
34
-932
4441
$1K ﹤0.01%
167
4442
$1K ﹤0.01%
277
4443
$1K ﹤0.01%
+100
4444
$1K ﹤0.01%
+102
4445
$1K ﹤0.01%
3,379
-81
4446
-4,250
4447
-2,706
4448
-226,847
4449
-1,077,089
4450
0