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
826
$45.2M 0.01%
894,088
-272,373
827
$45.2M 0.01%
1,995,499
+191,246
828
$45M 0.01%
437,067
+218,156
829
$45M 0.01%
302,774
-291,265
830
$45M 0.01%
3,018,801
+537,242
831
$44.8M 0.01%
963,024
-61,705
832
$44.8M 0.01%
760,564
+169,942
833
$44.7M 0.01%
860,279
+23,870
834
$44.7M 0.01%
1,523,109
+636,750
835
$44.7M 0.01%
1,537,557
-29,557
836
$44.6M 0.01%
1,811,672
+52,009
837
$44.6M 0.01%
1,719,327
+118,698
838
$44.1M 0.01%
431,563
+125,652
839
$44.1M 0.01%
1,001,257
+575,228
840
$44.1M 0.01%
423,335
-48,683
841
$44M 0.01%
1,460,856
-54,883
842
$44M 0.01%
844,894
-353,347
843
$44M 0.01%
712,541
+327,640
844
$44M 0.01%
1,313,843
-21,685
845
$44M 0.01%
2,733,996
+76,857
846
$44M 0.01%
350,000
847
$43.7M 0.01%
1,059,170
+115,285
848
$43.6M 0.01%
1,001,716
+23,483
849
$43.3M 0.01%
977,846
-13,647
850
$43.3M 0.01%
1,153,938
+274,246