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
701
$59.9M 0.02%
1,622,602
-1,111,046
702
$59.8M 0.02%
1,906,837
-94,260
703
$59.6M 0.02%
1,838,730
+187,672
704
$59.5M 0.02%
2,523,141
+212,472
705
$59.2M 0.02%
2,099,286
+687,933
706
$59.2M 0.02%
3,176,908
-389,601
707
$59.2M 0.02%
1,203,403
+212,934
708
$59M 0.02%
1,955,022
-234,239
709
$59M 0.02%
642,344
-58,358
710
$58.5M 0.02%
1,060,607
+480,284
711
$58.5M 0.02%
1,244,708
+763,082
712
$58.1M 0.02%
981,089
-75,018
713
$57.9M 0.02%
5,784,747
+2,741,700
714
$57.7M 0.02%
353,756
-330,532
715
$57.7M 0.02%
370,939
-10,539
716
$57.6M 0.02%
1,307,137
-147,026
717
$57.2M 0.02%
1,019,182
-654,526
718
$57M 0.02%
729,153
+40,787
719
$56.7M 0.02%
2,191,991
+136,551
720
$56.6M 0.02%
1,507,250
+180,876
721
$56.5M 0.02%
1,240,758
+125,566
722
$56.3M 0.02%
1,863,230
+1,489,052
723
$56.2M 0.02%
1,007,276
+311,528
724
$56.1M 0.02%
1,755,740
+261,986
725
$56.1M 0.02%
5,867,104
+133,989