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
1201
$20.9M 0.01%
274,333
-34,957
1202
$20.9M 0.01%
461,287
+113,752
1203
$20.9M ﹤0.01%
1,175,127
-299,511
1204
$20.9M ﹤0.01%
209,382
-2,116
1205
$20.8M ﹤0.01%
901,865
-22,109
1206
$20.8M ﹤0.01%
668,438
-6,568
1207
$20.7M ﹤0.01%
339,581
+120,130
1208
$20.7M ﹤0.01%
+811,070
1209
$20.6M ﹤0.01%
586,759
-693,682
1210
$20.5M ﹤0.01%
752,529
-928,733
1211
$20.5M ﹤0.01%
1,104,409
-13,214
1212
$20.4M ﹤0.01%
652,501
+88,892
1213
$20.3M ﹤0.01%
759,050
-7,025
1214
$20.3M ﹤0.01%
300,158
+2,636
1215
$20.2M ﹤0.01%
370,739
-152,021
1216
$20.2M ﹤0.01%
1,604,157
+571,899
1217
$20.2M ﹤0.01%
471,586
+43,240
1218
$20.2M ﹤0.01%
698,171
-66,644
1219
$20.2M ﹤0.01%
1,420,091
-607,882
1220
$20.1M ﹤0.01%
628,127
+9,370
1221
$20.1M ﹤0.01%
1,097,640
+196,993
1222
$20.1M ﹤0.01%
997,392
-26,300
1223
$20.1M ﹤0.01%
120,248
-1,809
1224
$20.1M ﹤0.01%
2,386,197
+656,900
1225
$20M ﹤0.01%
292,699
+3,025