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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
926
$37.9M 0.01%
957,275
+72,475
927
$37.9M 0.01%
623,858
+389,598
928
$37.7M 0.01%
689,055
-116,124
929
$37.7M 0.01%
1,270,114
+357,162
930
$37.6M 0.01%
1,010,650
-1,793,948
931
$37.6M 0.01%
601,913
-43,472
932
$37.6M 0.01%
1,989,803
+134,347
933
$37.5M 0.01%
341,355
-82,472
934
$37.5M 0.01%
1,540,216
+523,534
935
$37.5M 0.01%
2,366,628
-8,808
936
$37.5M 0.01%
842,763
-160,062
937
$37.4M 0.01%
563,895
+292,166
938
$37.3M 0.01%
1,818,826
+893,902
939
$37.1M 0.01%
1,608,226
-66,543
940
$36.9M 0.01%
246,062
+67,800
941
$36.8M 0.01%
700,455
+291,790
942
$36.7M 0.01%
1,552,117
+843,887
943
$36.5M 0.01%
1,103,756
+249,573
944
$36.4M 0.01%
132,387
+45,926
945
$36.4M 0.01%
1,248,878
-19,649
946
$36.4M 0.01%
307,387
+51,859
947
$36.4M 0.01%
3,460,715
+133,855
948
$36.4M 0.01%
857,809
-145,752
949
$36.1M 0.01%
765,389
+725,637
950
$35.9M 0.01%
2,527,679
+590,307