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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4551
$3K ﹤0.01%
325
-121
4552
$3K ﹤0.01%
+216
4553
$3K ﹤0.01%
133
4554
$3K ﹤0.01%
1,964
+1,364
4555
$2K ﹤0.01%
178
4556
$2K ﹤0.01%
2,037
4557
$2K ﹤0.01%
+95
4558
$2K ﹤0.01%
80
-19,940
4559
$2K ﹤0.01%
+148
4560
$2K ﹤0.01%
75
4561
$2K ﹤0.01%
225
4562
$2K ﹤0.01%
45
4563
$2K ﹤0.01%
120
-608
4564
$2K ﹤0.01%
1,000
+498
4565
$2K ﹤0.01%
294
-4,007
4566
$2K ﹤0.01%
+5
4567
$2K ﹤0.01%
+440
4568
$2K ﹤0.01%
+229
4569
0
4570
$1K ﹤0.01%
164
4571
$1K ﹤0.01%
30
4572
$1K ﹤0.01%
18
-9
4573
$1K ﹤0.01%
+474
4574
$1K ﹤0.01%
48
-83
4575
$1K ﹤0.01%
+93