JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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
4601
$1K ﹤0.01%
712
4602
$1K ﹤0.01%
543
4603
$1K ﹤0.01%
+467
4604
$1K ﹤0.01%
20
4605
$0 ﹤0.01%
6
-243,514
4606
$0 ﹤0.01%
6
-291,830
4607
-1,346
4608
-960,972
4609
-18,920
4610
-133,856
4611
-3,412,989
4612
-1,177,028
4613
-116,179
4614
-457,892
4615
-97
4616
-131,852
4617
-63,491
4618
-4,893
4619
-2,857
4620
-615,725
4621
-2,569,299
4622
-237,534
4623
-490,633
4624
-215,331
4625
-1,715,914