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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
$705B
AUM Growth
+$59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,371
New
Increased
Reduced
Closed

Top Buys

1 +$2.54B
2 +$1.38B
3 +$827M
4
PEG icon
Public Service Enterprise Group
PEG
+$725M
5
UNP icon
Union Pacific
UNP
+$721M

Top Sells

1 +$1.49B
2 +$1.03B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$871M
5
EXC icon
Exelon
EXC
+$709M

Sector Composition

1 Technology 15.35%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4451
$56K ﹤0.01%
4,240
-3,097
4452
$56K ﹤0.01%
258
-239
4453
$56K ﹤0.01%
5,804
+1,164
4454
$55K ﹤0.01%
+481
4455
$55K ﹤0.01%
20,440
+8,647
4456
$55K ﹤0.01%
15,651
-829
4457
$55K ﹤0.01%
4,748
+291
4458
$54K ﹤0.01%
33
4459
$54K ﹤0.01%
29,926
-3,662
4460
$54K ﹤0.01%
1,525
-51
4461
$54K ﹤0.01%
2,652
-127
4462
$54K ﹤0.01%
15,503
-1,589
4463
$54K ﹤0.01%
10,570
+446
4464
$53K ﹤0.01%
2,953
-977
4465
$53K ﹤0.01%
10,142
+563
4466
$53K ﹤0.01%
615
4467
$53K ﹤0.01%
19,904
+4,279
4468
$52K ﹤0.01%
368
+7
4469
$52K ﹤0.01%
4,444
-722
4470
$52K ﹤0.01%
+4,856
4471
$52K ﹤0.01%
35,383
-39,081
4472
$52K ﹤0.01%
+2,164
4473
$51K ﹤0.01%
6,951
+716
4474
$51K ﹤0.01%
2,750
+498
4475
$51K ﹤0.01%
262,798
-2,886,941