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
4451
$56K ﹤0.01%
4,240
-3,097
4452
$56K ﹤0.01%
5,804
+1,164
4453
$56K ﹤0.01%
258
-239
4454
$55K ﹤0.01%
20,440
+8,647
4455
$55K ﹤0.01%
15,651
-829
4456
$55K ﹤0.01%
4,748
+291
4457
$55K ﹤0.01%
+481
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%
10,142
+563
4465
$53K ﹤0.01%
615
4466
$53K ﹤0.01%
19,904
+4,279
4467
$53K ﹤0.01%
2,953
-977
4468
$52K ﹤0.01%
35,383
-39,081
4469
$52K ﹤0.01%
+2,164
4470
$52K ﹤0.01%
18,413
+343
4471
$52K ﹤0.01%
4,444
-722
4472
$52K ﹤0.01%
+4,856
4473
$51K ﹤0.01%
24,579
-121,460
4474
$51K ﹤0.01%
262,798
-2,886,941
4475
$51K ﹤0.01%
+1,407