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
5026
$3K ﹤0.01%
561
+286
5027
$3K ﹤0.01%
+100
5028
$3K ﹤0.01%
+117
5029
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1,426
-822
5030
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5,000
-11,429
5031
0
5032
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+1,936
5033
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124
-146
5034
0
5035
$3K ﹤0.01%
+140
5036
$3K ﹤0.01%
1,900
-1,200
5037
$3K ﹤0.01%
1,636
-2,322
5038
$3K ﹤0.01%
9,355
-289
5039
$3K ﹤0.01%
479
-758
5040
0
5041
$3K ﹤0.01%
+54
5042
$3K ﹤0.01%
+140
5043
$3K ﹤0.01%
+82
5044
$3K ﹤0.01%
650
5045
$3K ﹤0.01%
4,830
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5046
$3K ﹤0.01%
1,598
+248
5047
$3K ﹤0.01%
1,730
-2,672
5048
$3K ﹤0.01%
418
-10,955
5049
$3K ﹤0.01%
18
-44
5050
$3K ﹤0.01%
+429