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
1401
$15M ﹤0.01%
19,089
-48
1402
$14.9M ﹤0.01%
920,540
+25,732
1403
$14.9M ﹤0.01%
675,848
-19,902
1404
$14.7M ﹤0.01%
847,029
-297,528
1405
$14.7M ﹤0.01%
605,921
+55,816
1406
$14.7M ﹤0.01%
854,815
-212,772
1407
$14.7M ﹤0.01%
646,456
+60
1408
$14.7M ﹤0.01%
828,417
-257,803
1409
$14.7M ﹤0.01%
137,653
+19,580
1410
$14.7M ﹤0.01%
115,438
+29,882
1411
$14.7M ﹤0.01%
258,510
-5,288
1412
$14.7M ﹤0.01%
173,782
-52,434
1413
$14.6M ﹤0.01%
263,540
-46,336
1414
$14.6M ﹤0.01%
267,861
+179,396
1415
$14.6M ﹤0.01%
480,549
+8,269
1416
$14.6M ﹤0.01%
558,024
-281,839
1417
$14.5M ﹤0.01%
643,780
+43,795
1418
$14.5M ﹤0.01%
1,202,644
-10,745
1419
$14.5M ﹤0.01%
624,850
-240
1420
$14.5M ﹤0.01%
734,287
+623,590
1421
$14.5M ﹤0.01%
576,120
-26,673
1422
$14.4M ﹤0.01%
1,594,957
+50,677
1423
$14.4M ﹤0.01%
2,124,644
-565,212
1424
$14.4M ﹤0.01%
28,208
+6,369
1425
$14.4M ﹤0.01%
1,923,902
+118,279