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
1026
$31M 0.01%
563,310
+14,864
1027
$31M 0.01%
784,586
+193,804
1028
$31M 0.01%
824,438
+8,761
1029
$30.9M 0.01%
728,457
-92,348
1030
$30.9M 0.01%
2,783,394
+537,119
1031
$30.8M 0.01%
136,652
-11,344
1032
$30.8M 0.01%
554,350
+46,725
1033
$30.8M 0.01%
1,190,967
-43,565
1034
$30.8M 0.01%
911,257
+289,670
1035
$30.8M 0.01%
1,841,527
-6,033,719
1036
$30.6M 0.01%
827,977
+90,220
1037
$30.5M 0.01%
2,446,396
+45,739
1038
$30.3M 0.01%
243,365
+901
1039
$30.3M 0.01%
3,351,413
+236,977
1040
$30.3M 0.01%
707,544
+206,288
1041
$30.2M 0.01%
3,210
+219
1042
$30.1M 0.01%
796,721
+204,720
1043
$30M 0.01%
364,035
-457,728
1044
$30M 0.01%
972,948
-103,321
1045
$30M 0.01%
1,026,316
-49,886
1046
$30M 0.01%
588,570
-2,362
1047
$30M 0.01%
2,279,467
+824,171
1048
$29.7M 0.01%
2,029,506
+986,803
1049
$29.6M 0.01%
199,855
+61,835
1050
$29.6M 0.01%
708,181
-11,759