JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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
6401
-10,873
6402
-120
6403
-59,809
6404
-383
6405
-420
6406
0
6407
-521
6408
-123,503
6409
0
6410
-45
6411
-66
6412
-1
6413
-1
6414
-2,663
6415
-41
6416
-4,874
6417
-44,493
6418
-1,554
6419
0
6420
-8,874
6421
-1,347,263
6422
-7,730
6423
-600
6424
-1,007
6425
-200