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
$356B
AUM Growth
+$15.4B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,874
New
Increased
Reduced
Closed

Top Buys

1 +$2.11B
2 +$1.5B
3 +$1.19B
4
ACN icon
Accenture
ACN
+$601M
5
D icon
Dominion Energy
D
+$535M

Top Sells

1 +$730M
2 +$681M
3 +$490M
4
EBAY icon
eBay
EBAY
+$454M
5
PEP icon
PepsiCo
PEP
+$417M

Sector Composition

1 Financials 13.04%
2 Healthcare 11.02%
3 Technology 10.57%
4 Industrials 9.16%
5 Consumer Discretionary 9.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
$69.9M 0.02%
3,716,246
-971,234
652
$69.8M 0.02%
3,720,654
+142,773
653
$69.7M 0.02%
1,290,764
654
$69.7M 0.02%
838,093
+331,860
655
$69.5M 0.02%
2,353,418
-5,570
656
$69.4M 0.02%
685,584
+171,654
657
$69M 0.02%
2,534,580
+358,425
658
$69M 0.02%
4,378,201
-625,646
659
$68M 0.02%
2,617,095
-9,792
660
$67.7M 0.02%
1,629,802
-34,241
661
$67.6M 0.02%
724,480
-129,978
662
$67.5M 0.02%
1,603,632
+211,183
663
$67.1M 0.02%
1,370,869
+802,416
664
$66.6M 0.02%
4,945,915
-73,295
665
$66.4M 0.02%
2,869,316
-1,062,870
666
$66.4M 0.02%
1,796,519
+115,894
667
$66.3M 0.02%
1,158,725
-1,545,482
668
$66.2M 0.02%
1,177,911
-196,561
669
$65.8M 0.02%
2,100,984
+286,574
670
$65.8M 0.02%
827,122
+492,863
671
$65.6M 0.02%
1,382,405
+88,399
672
$65.3M 0.02%
1,260,998
-1,092,199
673
$65.1M 0.02%
6,031,351
-2,788,442
674
$64.5M 0.02%
770,413
-29,477
675
$64.5M 0.02%
888,232
-313,739