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
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4801
-1,047
4802
-383
4803
-484
4804
-921
4805
-680
4806
-578
4807
-196
4808
-231
4809
-314
4810
-2,300
4811
-1,343,515
4812
$0 ﹤0.01%
1
4813
-26,353
4814
-4,403
4815
-1,265
4816
$0 ﹤0.01%
5
-17,291
4817
-940
4818
-450
4819
-105
4820
$0 ﹤0.01%
+25
4821
-2,079
4822
-100
4823
$0 ﹤0.01%
+8
4824
-431
4825
-280