JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401B
AUM Growth
-$87.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,040
New
Increased
Reduced
Closed

Top Sells

1 +$1.24B
2 +$1.12B
3 +$989M
4
MSFT icon
Microsoft
MSFT
+$973M
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$931M

Sector Composition

1 Technology 15.74%
2 Healthcare 11.55%
3 Financials 11.4%
4 Consumer Discretionary 9.54%
5 Industrials 6.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$9.69M ﹤0.01%
355,689
-6,242
1502
$9.69M ﹤0.01%
238,671
+59,811
1503
$9.66M ﹤0.01%
876,373
+568,083
1504
$9.64M ﹤0.01%
199,598
-222,516
1505
$9.62M ﹤0.01%
262,432
-13,576
1506
$9.59M ﹤0.01%
142,458
+60,903
1507
$9.57M ﹤0.01%
100,961
-495
1508
$9.56M ﹤0.01%
361,124
-31,978
1509
$9.51M ﹤0.01%
54,145
+16,272
1510
$9.48M ﹤0.01%
129,484
-73,464
1511
$9.48M ﹤0.01%
1,250,499
+630,700
1512
$9.46M ﹤0.01%
601,684
-33,267
1513
$9.46M ﹤0.01%
163,113
+2,800
1514
$9.46M ﹤0.01%
104,401
+438
1515
$9.45M ﹤0.01%
328,120
-30,235
1516
$9.44M ﹤0.01%
892,500
+599,698
1517
$9.43M ﹤0.01%
247,133
+229,570
1518
$9.43M ﹤0.01%
434,338
-57,669
1519
$9.41M ﹤0.01%
850,541
1520
$9.36M ﹤0.01%
172,034
+65,774
1521
$9.34M ﹤0.01%
559,964
-356,435
1522
$9.32M ﹤0.01%
1,387,665
+962,730
1523
$9.31M ﹤0.01%
1,157,102
+128,213
1524
$9.31M ﹤0.01%
1,749,512
-465,836
1525
$9.3M ﹤0.01%
99,728
+87,425