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
4826
$11K ﹤0.01%
+270
4827
$11K ﹤0.01%
4,010
4828
$11K ﹤0.01%
+1,024
4829
$11K ﹤0.01%
+123
4830
$11K ﹤0.01%
3,461
+3,390
4831
$11K ﹤0.01%
211
+209
4832
$10K ﹤0.01%
439
4833
$10K ﹤0.01%
215
-134,785
4834
$10K ﹤0.01%
387
+342
4835
$10K ﹤0.01%
+208
4836
$10K ﹤0.01%
1,465
-60,947
4837
$10K ﹤0.01%
+136
4838
$10K ﹤0.01%
8,077
-2,571
4839
$10K ﹤0.01%
302
-34,965
4840
$10K ﹤0.01%
+1,241
4841
$10K ﹤0.01%
639
+141
4842
$10K ﹤0.01%
+485
4843
$10K ﹤0.01%
775
+206
4844
$10K ﹤0.01%
+12
4845
$10K ﹤0.01%
+917
4846
$10K ﹤0.01%
+203
4847
$10K ﹤0.01%
+238
4848
$10K ﹤0.01%
2,040
4849
$9K ﹤0.01%
+408
4850
$9K ﹤0.01%
3,433