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
1351
$16.7M ﹤0.01%
1,628,045
+475,654
1352
$16.6M ﹤0.01%
+1,333,872
1353
$16.6M ﹤0.01%
364,551
+19,957
1354
$16.6M ﹤0.01%
160,195
+13,278
1355
$16.5M ﹤0.01%
286,002
-4,400
1356
$16.5M ﹤0.01%
624,771
-48,912
1357
$16.5M ﹤0.01%
164,246
-25,071
1358
$16.4M ﹤0.01%
1,289,909
+54,608
1359
$16.4M ﹤0.01%
601,780
+262,421
1360
$16.3M ﹤0.01%
692,250
-1,917,534
1361
$16.3M ﹤0.01%
577,978
+47,729
1362
$16.3M ﹤0.01%
205,671
+163,677
1363
$16.3M ﹤0.01%
842,379
+107,111
1364
$16.2M ﹤0.01%
537,407
+490,256
1365
$16.2M ﹤0.01%
521,556
+27,042
1366
$16.2M ﹤0.01%
3,126,184
+2,533,464
1367
$16.1M ﹤0.01%
239,337
-353,675
1368
$16.1M ﹤0.01%
+48,837
1369
$16.1M ﹤0.01%
246,377
-2,759
1370
$16M ﹤0.01%
534,663
+127,800
1371
$16M ﹤0.01%
601,102
+260,850
1372
$16M ﹤0.01%
590,066
-349,196
1373
$16M ﹤0.01%
425,783
-52,924
1374
$15.9M ﹤0.01%
370,603
-4,711
1375
$15.9M ﹤0.01%
454,618
+10,394