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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$166M 0.04%
3,273,897
-82,018
427
$166M 0.04%
3,326,658
-131,316
428
$166M 0.04%
3,739,158
+1,868,597
429
$165M 0.04%
3,772,855
+525,414
430
$165M 0.04%
3,689,793
+345,275
431
$165M 0.04%
5,021,522
-1,011,384
432
$165M 0.04%
996,990
+35,126
433
$165M 0.04%
1,403,512
+1,115,077
434
$163M 0.04%
15,838,496
+10,776,744
435
$161M 0.04%
14,638,803
-2,549,229
436
$161M 0.04%
1,284,412
+24,386
437
$160M 0.04%
3,631,622
-122,330
438
$160M 0.04%
1,706,422
-68,805
439
$160M 0.04%
4,230,180
+792,572
440
$159M 0.04%
6,702,266
-83,974
441
$158M 0.04%
1,246,892
-68,685
442
$158M 0.04%
2,976,798
-379,494
443
$158M 0.04%
17,706,381
+1,381,809
444
$158M 0.04%
2,439,695
+254,478
445
$158M 0.04%
16,220,967
+3,061,322
446
$157M 0.04%
9,596,052
-1,810,800
447
$157M 0.04%
622,455
-47,381
448
$156M 0.04%
2,559,098
+1,058,093
449
$152M 0.04%
6,371,305
+245,623
450
$152M 0.04%
3,718,207
+676,571