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
776
$50.7M 0.01%
86,198
-9,011
777
$50.6M 0.01%
1,952,276
+108,292
778
$50.6M 0.01%
2,653,922
779
$50.4M 0.01%
1,659,547
+195,358
780
$50.2M 0.01%
5,735,612
+300,768
781
$50.1M 0.01%
2,777,557
-161,518
782
$50M 0.01%
1,327,612
-219,262
783
$49.9M 0.01%
801,053
+313,561
784
$49.7M 0.01%
465,837
+19,922
785
$49.6M 0.01%
3,918,768
+106,013
786
$49.5M 0.01%
821,406
-27,337
787
$49.3M 0.01%
3,589,783
-1,302,179
788
$49.3M 0.01%
1,248,797
+4,605
789
$49.2M 0.01%
5,402,289
-629,928
790
$49.2M 0.01%
1,231,496
-425,964
791
$49M 0.01%
666,156
+552,269
792
$49M 0.01%
1,709,470
+379,422
793
$48.9M 0.01%
1,665,675
-293,475
794
$48.9M 0.01%
698,478
-78,261
795
$48.7M 0.01%
2,450,220
-515,510
796
$48.5M 0.01%
2,614,293
-139,455
797
$48.4M 0.01%
514,469
+283,217
798
$48.2M 0.01%
3,232,992
-562,084
799
$48.1M 0.01%
4,160,126
+91,702
800
$48M 0.01%
2,290,653
+419,294