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
1576
$10.5M ﹤0.01%
195,304
-80,835
1577
$10.5M ﹤0.01%
112,030
-18,022
1578
$10.5M ﹤0.01%
417,620
+393,818
1579
$10.5M ﹤0.01%
449,430
-16,229
1580
$10.4M ﹤0.01%
176,867
+96,259
1581
$10.4M ﹤0.01%
330,790
-29,247
1582
$10.4M ﹤0.01%
347,874
+81,933
1583
$10.4M ﹤0.01%
100,020
+18,474
1584
$10.4M ﹤0.01%
97,326
+32,168
1585
$10.4M ﹤0.01%
235,413
-69,597
1586
$10.3M ﹤0.01%
449,119
+14,501
1587
$10.3M ﹤0.01%
119,962
+4,609
1588
$10.3M ﹤0.01%
236,011
+46,341
1589
$10.2M ﹤0.01%
202,204
-4,231
1590
$10.2M ﹤0.01%
+294,950
1591
$10.1M ﹤0.01%
83,280
+10,299
1592
$10.1M ﹤0.01%
162,674
+29,406
1593
$10M ﹤0.01%
777,588
+113,934
1594
$10M ﹤0.01%
510,452
-167,782
1595
$10M ﹤0.01%
+41,819
1596
$10M ﹤0.01%
265,792
+23,694
1597
$9.98M ﹤0.01%
589,298
-226,042
1598
$9.94M ﹤0.01%
161,691
+27,163
1599
$9.93M ﹤0.01%
171,416
-686,000
1600
$9.92M ﹤0.01%
189,332
-79,405