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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
4476
$51K ﹤0.01%
24,579
-121,460
4477
$51K ﹤0.01%
+1,407
4478
$51K ﹤0.01%
2,814
+1,012
4479
$51K ﹤0.01%
+4,942
4480
$51K ﹤0.01%
10,193
+579
4481
$51K ﹤0.01%
+1,713
4482
$51K ﹤0.01%
3,741
4483
$50K ﹤0.01%
+2,852
4484
$50K ﹤0.01%
+2,165
4485
$50K ﹤0.01%
38,397
+54
4486
$50K ﹤0.01%
1,931
-61,348
4487
$50K ﹤0.01%
3,770
-121,639
4488
$50K ﹤0.01%
8,806
4489
$49K ﹤0.01%
7,967
-313
4490
$49K ﹤0.01%
+1,540
4491
$49K ﹤0.01%
314
+164
4492
$48K ﹤0.01%
+4,283
4493
$48K ﹤0.01%
+3,500
4494
$48K ﹤0.01%
582
+546
4495
$48K ﹤0.01%
9,639
+480
4496
$48K ﹤0.01%
7,262
-7,007
4497
$48K ﹤0.01%
+1,081
4498
$48K ﹤0.01%
+10,281
4499
$47K ﹤0.01%
26,000
+16,000
4500
$47K ﹤0.01%
1,589
+209