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
1151
$24M 0.01%
2,494,064
+1,644,803
1152
$24M 0.01%
609,802
-1,591,479
1153
$24M 0.01%
1,204,827
-1,324,803
1154
$23.8M 0.01%
368,380
+30,805
1155
$23.8M 0.01%
395,660
+53,462
1156
$23.8M 0.01%
2,580,999
+23,450
1157
$23.7M 0.01%
981,298
-74,165
1158
$23.5M 0.01%
281,711
-8,682
1159
$23.5M 0.01%
553,098
+91,899
1160
$23.4M 0.01%
204,259
+41,360
1161
$23.4M 0.01%
107,459
+5,738
1162
$23.3M 0.01%
351,478
+19,997
1163
$23.3M 0.01%
189,245
-257,100
1164
$23.3M 0.01%
975,387
+235,625
1165
$23.3M 0.01%
420,739
+12,193
1166
$23.3M 0.01%
991,584
-170,495
1167
$23.2M 0.01%
250,010
1168
$22.9M 0.01%
3,447,280
+404,603
1169
$22.9M 0.01%
559,288
+57,690
1170
$22.9M 0.01%
326,759
+60,554
1171
$22.8M 0.01%
782,149
-47,699
1172
$22.7M 0.01%
619,458
+201,723
1173
$22.7M 0.01%
1,593,196
+58,747
1174
$22.7M 0.01%
946,696
-763,700
1175
$22.7M 0.01%
314,729
+120,793