JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
$115M 0.03%
4,413,761
+242,983
527
$114M 0.03%
1,021,144
-31,202
528
$114M 0.03%
2,906,708
+813,364
529
$114M 0.03%
3,322,465
+522,739
530
$114M 0.03%
2,021,281
+263,244
531
$114M 0.03%
4,849,081
+2,101,260
532
$113M 0.03%
1,116,490
-4,088,514
533
$113M 0.03%
2,320,014
-70,935
534
$111M 0.03%
1,809,537
-688,928
535
$111M 0.03%
2,248,416
-181,267
536
$111M 0.03%
247,231
+24,237
537
$111M 0.03%
1,452,611
+76,676
538
$110M 0.03%
3,229,156
+39,056
539
$110M 0.03%
12,964,458
+3,905,619
540
$109M 0.03%
1,333,055
-1,341,106
541
$108M 0.03%
8,113,025
+1,028,260
542
$107M 0.03%
1,424,752
-157,164
543
$107M 0.03%
3,422,293
-1,890,429
544
$106M 0.03%
5,375,259
+471,807
545
$106M 0.03%
1,225,521
-552,279
546
$105M 0.02%
1,441,271
+338,846
547
$104M 0.02%
2,370,640
-101,843
548
$104M 0.02%
2,204,810
-639,701
549
$104M 0.02%
955,791
+224,881
550
$104M 0.02%
1,467,662
-154,895