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
1301
$18.1M 0.01%
824,087
-14,050
1302
$18M 0.01%
430,262
+31,347
1303
$18M 0.01%
505,250
+314,226
1304
$18M 0.01%
1,078,394
+145,061
1305
$18M 0.01%
180,763
-169,797
1306
$17.9M ﹤0.01%
660,647
+49,582
1307
$17.9M ﹤0.01%
668,439
-645,880
1308
$17.8M ﹤0.01%
935,801
-379,038
1309
$17.7M ﹤0.01%
429,922
+226,160
1310
$17.7M ﹤0.01%
466,767
-81,025
1311
$17.7M ﹤0.01%
1,574,525
+139,994
1312
$17.6M ﹤0.01%
1,318,321
+254,536
1313
$17.6M ﹤0.01%
45,088
-922
1314
$17.6M ﹤0.01%
263,749
+6,602
1315
$17.5M ﹤0.01%
525,277
+4,669
1316
$17.5M ﹤0.01%
262,296
+33,147
1317
$17.5M ﹤0.01%
505,954
-260,126
1318
$17.4M ﹤0.01%
333,186
+76,321
1319
$17.4M ﹤0.01%
1,294,594
+36,565
1320
$17.4M ﹤0.01%
1,010,447
-349,310
1321
$17.3M ﹤0.01%
642,185
+14,243
1322
$17.3M ﹤0.01%
1,242,234
+655,222
1323
$17.3M ﹤0.01%
618,358
+584,664
1324
$17.3M ﹤0.01%
917,282
-350,772
1325
$17.3M ﹤0.01%
217,279
+145,921