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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.04B
2 +$1.31B
3 +$746M
4
TT icon
Trane Technologies
TT
+$676M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.16B
2 +$701M
3 +$667M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$656M
5
GM icon
General Motors
GM
+$586M

Sector Composition

1 Financials 15.51%
2 Technology 12.2%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4501
-1,100
4502
-118,927
4503
-129
4504
0
4505
-5,838
4506
-757
4507
-320,400
4508
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4509
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4510
-8,664
4511
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4512
-357
4513
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4514
-450
4515
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4516
$0 ﹤0.01%
147
4517
-4,300
4518
-3,780
4519
-3,290
4520
-12,558
4521
-12,576
4522
-10,548
4523
-800
4524
$0 ﹤0.01%
+1
4525
-29,859