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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1451
$13.2M ﹤0.01%
319,807
+34,944
1452
$13.1M ﹤0.01%
657,896
+3,752
1453
$13.1M ﹤0.01%
400,403
-27,295
1454
$13.1M ﹤0.01%
287,294
-261,161
1455
$13.1M ﹤0.01%
895,378
+3,036
1456
$13.1M ﹤0.01%
471,270
-229,740
1457
$13M ﹤0.01%
1,175,442
-26,370
1458
$12.8M ﹤0.01%
415,341
+160,789
1459
$12.8M ﹤0.01%
508,166
+9,024
1460
$12.8M ﹤0.01%
524,468
-15,803
1461
$12.8M ﹤0.01%
206,039
-106,063
1462
$12.7M ﹤0.01%
335,871
-564,118
1463
$12.7M ﹤0.01%
285,968
+204,495
1464
$12.7M ﹤0.01%
1,099,640
+383,954
1465
$12.7M ﹤0.01%
458,971
-7,314
1466
$12.7M ﹤0.01%
214,360
-519,362
1467
$12.7M ﹤0.01%
350,329
-51,277
1468
$12.7M ﹤0.01%
2,537,730
+264,180
1469
$12.7M ﹤0.01%
218,960
-43,569
1470
$12.6M ﹤0.01%
589,937
-22,915
1471
$12.6M ﹤0.01%
443,061
-143,132
1472
$12.6M ﹤0.01%
1,765,844
-1,750
1473
$12.6M ﹤0.01%
431,409
+8,561
1474
$12.6M ﹤0.01%
1,456,601
+988,188
1475
$12.5M ﹤0.01%
497,765
-51,830