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
1201
$21.3M 0.01%
433,985
-8,786
1202
$21.2M 0.01%
382,381
-181,486
1203
$21.2M 0.01%
273,269
+35,608
1204
$21.2M 0.01%
347,295
-4,631
1205
$21.1M 0.01%
1,664,033
-418,558
1206
$21.1M 0.01%
446,068
+78,840
1207
$21.1M 0.01%
1,501,554
+290,850
1208
$21.1M 0.01%
17,091
+8,417
1209
$21.1M 0.01%
777,113
-545,778
1210
$21M 0.01%
294,949
-49,771
1211
$21M 0.01%
2,429,857
+285,589
1212
$20.9M 0.01%
839,083
+73,227
1213
$20.9M 0.01%
1,196,363
+175,110
1214
$20.9M 0.01%
416,691
-46,703
1215
$20.9M 0.01%
244,175
-4,669
1216
$20.7M 0.01%
78,715
+2,697
1217
$20.7M 0.01%
409,443
-1,294,606
1218
$20.7M 0.01%
384,660
+31,769
1219
$20.7M 0.01%
931,388
+439,672
1220
$20.6M 0.01%
148,810
-3,294
1221
$20.5M 0.01%
5,260,372
+4,857,517
1222
$20.5M 0.01%
980,414
+958,040
1223
$20.5M 0.01%
1,528,103
-1,823,911
1224
$20.5M 0.01%
841,857
+21,658
1225
$20.5M 0.01%
952,569
-76,589