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
851
$43.2M 0.01%
1,111,227
-16,788
852
$42.8M 0.01%
1,495,659
-873,404
853
$42.8M 0.01%
1,602,368
+748,599
854
$42.8M 0.01%
1,360,117
-139,935
855
$42.7M 0.01%
715,302
+578,148
856
$42.7M 0.01%
2,372,896
-60,100
857
$42.4M 0.01%
764,165
+46,365
858
$42.4M 0.01%
612,082
-155,007
859
$42.1M 0.01%
470,791
-12,554
860
$42.1M 0.01%
844,460
+80,645
861
$42.1M 0.01%
2,453,689
+1,268,473
862
$42.1M 0.01%
933,548
+162,602
863
$42M 0.01%
550,598
+400,632
864
$42M 0.01%
1,938,957
+999,687
865
$42M 0.01%
902,975
-6,167
866
$41.9M 0.01%
595,835
-71,264
867
$41.9M 0.01%
1,866,847
+244,915
868
$41.8M 0.01%
3,386,537
+365,640
869
$41.8M 0.01%
2,194,009
+214,612
870
$41.7M 0.01%
274,994
+191,718
871
$41.7M 0.01%
904,549
-21,059
872
$41.6M 0.01%
541,278
+209,608
873
$41.6M 0.01%
2,862,727
-171,838
874
$41.4M 0.01%
1,607,874
-813,534
875
$41.3M 0.01%
446,800
-5,625