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
3,872
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
126
$620M 0.17%
16,096,503
+7,754,609
127
$615M 0.17%
13,790,743
+11,268,179
128
$610M 0.17%
15,427,815
-5,652,495
129
$610M 0.17%
1,940,948
+161,127
130
$610M 0.17%
6,224,356
-3,336,609
131
$605M 0.17%
7,434,293
+545,411
132
$599M 0.17%
21,839,131
+5,881,796
133
$598M 0.17%
16,954,986
-5,565,867
134
$595M 0.16%
9,006,271
-903,263
135
$587M 0.16%
8,261,715
+7,535,352
136
$582M 0.16%
7,141,689
+1,188,025
137
$580M 0.16%
7,175,267
+1,341,903
138
$577M 0.16%
14,062,427
-5,274,321
139
$576M 0.16%
4,201,636
-651,480
140
$574M 0.16%
3,719,278
+317,638
141
$573M 0.16%
28,065,339
-10,518,875
142
$570M 0.16%
7,180,441
-295,088
143
$568M 0.16%
20,724,668
-3,891,666
144
$565M 0.16%
4,981,792
-227,960
145
$564M 0.16%
7,198,851
+1,220,395
146
$562M 0.16%
6,315,594
-1,379,863
147
$561M 0.15%
13,687,691
+4,422,625
148
$561M 0.15%
8,551,402
-204,640
149
$561M 0.15%
10,342,888
-6,243,589
150
$560M 0.15%
14,082,905
-435,368