JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$752B
AUM Growth
-$26.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,053
New
Increased
Reduced
Closed

Top Sells

1 +$2.43B
2 +$1.85B
3 +$1.16B
4
MSFT icon
Microsoft
MSFT
+$1.08B
5
MS icon
Morgan Stanley
MS
+$1.07B

Sector Composition

1 Technology 16.6%
2 Financials 11.9%
3 Healthcare 10.26%
4 Consumer Discretionary 9.99%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4926
$19K ﹤0.01%
339
+146
4927
$19K ﹤0.01%
732
+300
4928
$19K ﹤0.01%
1,318
+2
4929
$19K ﹤0.01%
3,500
+15
4930
$19K ﹤0.01%
1,656
-1,301
4931
$19K ﹤0.01%
540
+539
4932
$19K ﹤0.01%
140
+135
4933
$19K ﹤0.01%
2,925
-60,129
4934
$19K ﹤0.01%
+718
4935
$19K ﹤0.01%
+112
4936
$19K ﹤0.01%
3,000
4937
$18K ﹤0.01%
4,000
4938
$18K ﹤0.01%
823
+575
4939
$18K ﹤0.01%
5,000
4940
$18K ﹤0.01%
450
+350
4941
0
4942
$18K ﹤0.01%
+854
4943
$18K ﹤0.01%
6,038
+1,562
4944
$18K ﹤0.01%
+466
4945
$18K ﹤0.01%
273
+68
4946
$18K ﹤0.01%
1,564
+1,252
4947
$18K ﹤0.01%
626
-459
4948
$17K ﹤0.01%
1,347
+413
4949
$17K ﹤0.01%
+450
4950
$17K ﹤0.01%
1,014
+918