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
1376
$15.8M ﹤0.01%
263,530
+44,987
1377
$15.8M ﹤0.01%
3,751,699
+730,650
1378
$15.8M ﹤0.01%
637,840
-382,014
1379
$15.7M ﹤0.01%
51,890
-10,037
1380
$15.7M ﹤0.01%
180,159
-30,439
1381
$15.6M ﹤0.01%
938,835
+622,665
1382
$15.6M ﹤0.01%
452,504
+69,482
1383
$15.6M ﹤0.01%
361,904
-391,303
1384
$15.5M ﹤0.01%
1,096,704
+45,072
1385
$15.5M ﹤0.01%
7,436,591
+28,868
1386
$15.5M ﹤0.01%
613,453
+44,740
1387
$15.4M ﹤0.01%
2,249,242
+906,562
1388
$15.4M ﹤0.01%
356,549
+341,761
1389
$15.4M ﹤0.01%
354,818
+11,202
1390
$15.3M ﹤0.01%
199,285
+26,100
1391
$15.3M ﹤0.01%
855,104
+388,643
1392
$15.3M ﹤0.01%
501,971
-78,745
1393
$15.3M ﹤0.01%
753,346
-28,772
1394
$15.3M ﹤0.01%
1,275,825
+214,924
1395
$15.3M ﹤0.01%
227,126
+225,387
1396
$15.3M ﹤0.01%
446,481
-237,962
1397
$15.2M ﹤0.01%
545,628
-86,459
1398
$15.2M ﹤0.01%
450,397
+390,302
1399
$15.2M ﹤0.01%
208,074
+11,065
1400
$15.1M ﹤0.01%
337,937
+38,518