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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
$705B
AUM Growth
+$59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,371
New
Increased
Reduced
Closed

Top Buys

1 +$2.54B
2 +$1.38B
3 +$827M
4
PEG icon
Public Service Enterprise Group
PEG
+$725M
5
UNP icon
Union Pacific
UNP
+$721M

Top Sells

1 +$1.49B
2 +$1.03B
3 +$1.01B
4
BBEU icon
JPMorgan BetaBuilders Europe ETF
BBEU
+$871M
5
EXC icon
Exelon
EXC
+$709M

Sector Composition

1 Technology 15.35%
2 Healthcare 13.81%
3 Financials 11.38%
4 Consumer Discretionary 8.3%
5 Industrials 8.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4901
$7K ﹤0.01%
193
4902
$7K ﹤0.01%
+644
4903
$7K ﹤0.01%
+652
4904
$7K ﹤0.01%
+373
4905
$7K ﹤0.01%
5,517
+1,271
4906
$7K ﹤0.01%
22,013
+13,524
4907
$7K ﹤0.01%
+879
4908
$7K ﹤0.01%
+223
4909
$6K ﹤0.01%
1,129
-1,298
4910
$6K ﹤0.01%
2,732
-2,539
4911
$6K ﹤0.01%
+485
4912
$6K ﹤0.01%
+311
4913
$6K ﹤0.01%
633
-1,276
4914
$6K ﹤0.01%
1,096
-90
4915
$6K ﹤0.01%
579
-4,506
4916
$6K ﹤0.01%
+562
4917
$6K ﹤0.01%
+1,412
4918
$6K ﹤0.01%
350
4919
$6K ﹤0.01%
+247
4920
$6K ﹤0.01%
453
+413
4921
$6K ﹤0.01%
123
-4
4922
$6K ﹤0.01%
+221
4923
$6K ﹤0.01%
+74
4924
$6K ﹤0.01%
87
-59,812
4925
$6K ﹤0.01%
200