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
$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
5001
$12K ﹤0.01%
393
+25
5002
$12K ﹤0.01%
133
-367
5003
$12K ﹤0.01%
4,282
+2,869
5004
$11K ﹤0.01%
81
-29
5005
$11K ﹤0.01%
656
-400
5006
$11K ﹤0.01%
232
+220
5007
$11K ﹤0.01%
+192
5008
$11K ﹤0.01%
201
+76
5009
$11K ﹤0.01%
1,900
5010
$11K ﹤0.01%
702
-16,458
5011
$11K ﹤0.01%
4,628
+1,509
5012
$11K ﹤0.01%
+232
5013
$11K ﹤0.01%
+645
5014
$10K ﹤0.01%
247
-4,380
5015
$10K ﹤0.01%
2,556
-177
5016
$10K ﹤0.01%
298
-2
5017
$10K ﹤0.01%
+87
5018
$10K ﹤0.01%
314
-280
5019
$10K ﹤0.01%
250
-700
5020
$10K ﹤0.01%
36
+35
5021
$10K ﹤0.01%
398
5022
$10K ﹤0.01%
735
-2,617
5023
$10K ﹤0.01%
210
-3,790
5024
$10K ﹤0.01%
1,282
+1,110
5025
$10K ﹤0.01%
1,227
+6