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
1251
$19.8M 0.01%
314,585
-126,536
1252
$19.8M 0.01%
967,327
+232,555
1253
$19.7M 0.01%
211,221
-31,583
1254
$19.7M 0.01%
50,450
+45,938
1255
$19.7M 0.01%
584,488
+284,070
1256
$19.6M 0.01%
142,539
+66,198
1257
$19.6M 0.01%
88,812
-30,813
1258
$19.6M 0.01%
507,948
+2,291
1259
$19.5M 0.01%
685,823
+13,592
1260
$19.5M 0.01%
613,350
-138,176
1261
$19.5M 0.01%
+2,825,036
1262
$19.5M 0.01%
534,447
+35,711
1263
$19.5M 0.01%
423,730
-266,518
1264
$19.5M 0.01%
931,842
+72,858
1265
$19.5M 0.01%
1,076,378
+1,044,313
1266
$19.5M 0.01%
950,162
-441,944
1267
$19.4M 0.01%
426,345
+77,160
1268
$19.4M 0.01%
293,658
-13,204
1269
$19.4M 0.01%
496,321
+250,205
1270
$19.4M 0.01%
236,780
+23,566
1271
$19.3M 0.01%
348,375
+52,171
1272
$19.3M 0.01%
454,856
+64,241
1273
$19.2M 0.01%
398,828
+28,662
1274
$19.2M 0.01%
623,859
+110,945
1275
$19.2M 0.01%
218,687
+20,222