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
1626
$9.38M ﹤0.01%
327,325
-56,194
1627
$9.36M ﹤0.01%
327,933
+104,475
1628
$9.32M ﹤0.01%
337,407
+67,596
1629
$9.2M ﹤0.01%
1,492,849
-677,829
1630
$9.19M ﹤0.01%
+819,933
1631
$9.18M ﹤0.01%
159,570
-50,000
1632
$9.14M ﹤0.01%
282,412
+57,299
1633
$9.12M ﹤0.01%
202,775
-32,537
1634
$9.1M ﹤0.01%
2,625,615
-35,968,134
1635
$9.1M ﹤0.01%
+101,115
1636
$9.03M ﹤0.01%
436,502
+280,686
1637
$9.01M ﹤0.01%
394,688
+12,688
1638
$8.94M ﹤0.01%
447,595
-157,450
1639
$8.91M ﹤0.01%
548,971
-145,380
1640
$8.9M ﹤0.01%
208,716
+75,689
1641
$8.88M ﹤0.01%
255,259
-518,088
1642
$8.88M ﹤0.01%
+181,560
1643
$8.81M ﹤0.01%
152,441
-188,170
1644
$8.79M ﹤0.01%
1,367,629
+82,141
1645
$8.78M ﹤0.01%
1,086,605
+671,979
1646
$8.77M ﹤0.01%
122,395
-11,935
1647
$8.76M ﹤0.01%
1,027,212
+104,646
1648
$8.76M ﹤0.01%
63,495
+36,666
1649
$8.73M ﹤0.01%
187,995
+17,607
1650
$8.7M ﹤0.01%
24,589
-32,754