JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.91%
 

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
+24.91%
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 +$2.57B
2 +$1.18B
3 +$832M
4
PEG icon
Public Service Enterprise Group
PEG
+$765M
5
UNP icon
Union Pacific
UNP
+$728M

Top Sells

1 +$1.43B
2 +$1.02B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$917M
5
EXC icon
Exelon
EXC
+$776M

Sector Composition

1 Technology 15.35%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4701
$21K ﹤0.01%
+129
4702
$21K ﹤0.01%
1,000
4703
$21K ﹤0.01%
1,644
+1,600
4704
$21K ﹤0.01%
+1,408
4705
$21K ﹤0.01%
4,755
+1,089
4706
$21K ﹤0.01%
2,000
4707
$21K ﹤0.01%
+908
4708
$21K ﹤0.01%
+2,368
4709
$20K ﹤0.01%
+1,533
4710
$20K ﹤0.01%
1,160
+1,110
4711
$20K ﹤0.01%
457
-7,244
4712
$20K ﹤0.01%
+483
4713
$20K ﹤0.01%
1,309
4714
$20K ﹤0.01%
+1,219
4715
$20K ﹤0.01%
4,416
+212
4716
$20K ﹤0.01%
5,241
+4,335
4717
$20K ﹤0.01%
2,581
4718
$20K ﹤0.01%
+1,562
4719
$20K ﹤0.01%
562
+439
4720
$20K ﹤0.01%
2,000
4721
$20K ﹤0.01%
2,000
4722
$20K ﹤0.01%
+4,310
4723
$20K ﹤0.01%
2,000
4724
$20K ﹤0.01%
25,204
+1,002
4725
$20K ﹤0.01%
620
-134