JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1251
$23.2M 0.01%
460,561
-611,995
1252
$23.1M 0.01%
595,227
-377,153
1253
$23.1M 0.01%
1,263,693
+820,551
1254
$23M 0.01%
629,193
-61,901
1255
$23M 0.01%
364,481
+246,960
1256
$23M 0.01%
443,268
+115,556
1257
$22.9M 0.01%
559,863
-123,094
1258
$22.8M 0.01%
437,751
-22,640
1259
$22.8M 0.01%
953,903
+476,422
1260
$22.7M 0.01%
862,332
-27,234
1261
$22.7M 0.01%
584,201
-2,740,531
1262
$22.6M 0.01%
2,076,013
-278,655
1263
$22.6M 0.01%
142,284
+21,442
1264
$22.6M 0.01%
791,464
+182,497
1265
$22.6M 0.01%
719,815
-73,282
1266
$22.5M 0.01%
689,559
+30,331
1267
$22.5M 0.01%
527,487
+107,144
1268
$22.5M 0.01%
329,789
-171,945
1269
$22.5M 0.01%
129,017
-56,108
1270
$22.5M 0.01%
715,171
-130,756
1271
$22.5M 0.01%
208,609
-29,242
1272
$22.4M 0.01%
439,322
-88,610
1273
$22.4M 0.01%
603,661
+475,692
1274
$22.4M 0.01%
+820,150
1275
$22.4M 0.01%
274,248
+9,236