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
601
$89.5M 0.02%
2,413,257
+1,245,628
602
$89.3M 0.02%
1,109,574
+215,317
603
$89.1M 0.02%
880,029
+15,825
604
$88.9M 0.02%
1,187,242
+159,143
605
$88.8M 0.02%
5,166,142
-7,586,250
606
$88.7M 0.02%
6,613,493
+2,902,003
607
$88.5M 0.02%
5,413,609
+1,142,674
608
$88.4M 0.02%
5,073,604
-1,244,817
609
$88.3M 0.02%
2,315,904
+908,310
610
$87.8M 0.02%
2,312,195
+755,832
611
$87.5M 0.02%
766,844
+69,042
612
$87.2M 0.02%
1,517,479
-25,475
613
$87.2M 0.02%
1,921,421
-96,992
614
$87.1M 0.02%
892,413
+444,956
615
$86.9M 0.02%
3,834,191
-192,734
616
$86.9M 0.02%
2,448,804
+759,728
617
$86.7M 0.02%
3,662,763
-710,582
618
$86.1M 0.02%
4,317,690
+532,486
619
$86.1M 0.02%
6,072,462
+245,444
620
$86M 0.02%
2,196,679
-262,602
621
$85.4M 0.02%
1,169,439
+374,392
622
$85.4M 0.02%
1,285,960
+49,292
623
$85.1M 0.02%
1,364,526
+183,623
624
$85.1M 0.02%
2,884,800
+1,327,712
625
$84.7M 0.02%
2,859,592
+27,030