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
1001
$32.6M 0.01%
496,508
+95,704
1002
$32.5M 0.01%
1,009,416
-6,477
1003
$32.5M 0.01%
644,639
-152,514
1004
$32.5M 0.01%
667,812
-179,019
1005
$32.5M 0.01%
759,756
-96,818
1006
$32.3M 0.01%
286,527
+11,791
1007
$32.3M 0.01%
997,990
-207,981
1008
$32M 0.01%
225,136
+77,003
1009
$31.9M 0.01%
1,400,546
-99,580
1010
$31.9M 0.01%
10,309,011
+3,449,883
1011
$31.8M 0.01%
315,274
+80,250
1012
$31.8M 0.01%
172,121
-90,935
1013
$31.8M 0.01%
506,653
+103,325
1014
$31.8M 0.01%
708,631
-172,922
1015
$31.7M 0.01%
1,376,858
+149,175
1016
$31.5M 0.01%
880,287
+26,725
1017
$31.4M 0.01%
7,593,335
-216,957
1018
$31.4M 0.01%
1,022,775
+102,450
1019
$31.3M 0.01%
1,157,056
+807,189
1020
$31.3M 0.01%
1,365,657
+301,014
1021
$31.3M 0.01%
599,270
-99,679
1022
$31.3M 0.01%
1,588,238
+110,888
1023
$31.2M 0.01%
617,639
-416,828
1024
$31M 0.01%
676,852
+147,240
1025
$31M 0.01%
2,510,190
+955,068