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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
$1.26T
AUM Growth
+$14.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,736
New
Increased
Reduced
Closed

Top Buys

1 +$3.21B
2 +$2.24B
3 +$2.18B
4
WMT icon
Walmart Inc
WMT
+$1.96B
5
MCD icon
McDonald's
MCD
+$1.91B

Sector Composition

1 Technology 24.61%
2 Financials 10.74%
3 Consumer Discretionary 10.45%
4 Healthcare 8.47%
5 Communication Services 7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6101
-130
6102
-22
6103
-1,099
6104
-1,594
6105
-23,386
6106
-497
6107
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6108
-4,478
6109
-4,293
6110
-275
6111
0
6112
-23,364
6113
-469
6114
-27
6115
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6116
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6117
0
6118
-1,559
6119
-185
6120
-2,166
6121
-5,125
6122
-193
6123
-1,466
6124
-97
6125
-746