We are live on ! Find out more
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
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4651
-428,735
4652
-2,789
4653
-49,122
4654
-7,730
4655
-10
4656
-19,892
4657
-100,000
4658
-2,013,651
4659
-12,491
4660
-68,684
4661
-2,502
4662
-18,744
4663
-900
4664
0
4665
-20,452
4666
-646
4667
-2,161
4668
-154
4669
-34,142
4670
$0 ﹤0.01%
+6
4671
$0 ﹤0.01%
+4
4672
-2,073
4673
-1,521
4674
-300
4675
-1,178