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
1076
$27.5M 0.01%
553,921
+347,645
1077
$27.4M 0.01%
151,874
-4,771
1078
$27.4M 0.01%
1,093,239
+705,818
1079
$27.3M 0.01%
687,300
+59,500
1080
$27.3M 0.01%
1,289,368
-109,552
1081
$27.2M 0.01%
647,700
+204,730
1082
$27.1M 0.01%
1,378,835
-51,448
1083
$27M 0.01%
672,497
-671,723
1084
$27M 0.01%
1,961,180
-843,720
1085
$27M 0.01%
1,927,264
+266,174
1086
$26.9M 0.01%
1,421,330
+594,240
1087
$26.8M 0.01%
1,379,087
-90,999
1088
$26.8M 0.01%
331,348
+74,044
1089
$26.8M 0.01%
423,270
+58,470
1090
$26.7M 0.01%
304,123
+115,976
1091
$26.7M 0.01%
351,123
-952,284
1092
$26.7M 0.01%
3,918,695
+1,176,044
1093
$26.6M 0.01%
14,955
+1,852
1094
$26.6M 0.01%
3,175,163
+21,089
1095
$26.5M 0.01%
200,753
-198,446
1096
$26.5M 0.01%
273,247
-74,283
1097
$26.4M 0.01%
503,601
-16,586
1098
$26.4M 0.01%
831,844
+11,476
1099
$26.4M 0.01%
208,936
-67,364
1100
$26.3M 0.01%
594,109
+23,732