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
151
$551M 0.15%
15,326,417
+1,079,583
152
$549M 0.15%
11,645,567
-160,794
153
$548M 0.15%
7,563,703
-454,192
154
$548M 0.15%
28,089,239
-4,291,403
155
$547M 0.15%
25,073,658
+4,988,668
156
$541M 0.15%
6,253,327
+47,858
157
$539M 0.15%
15,909,624
+981,084
158
$538M 0.15%
7,606,689
-1,573,569
159
$536M 0.15%
5,536,230
-1,528,474
160
$531M 0.15%
9,298,390
+1,235,262
161
$529M 0.15%
2,862,910
-714,662
162
$528M 0.15%
19,110,448
+9,232,080
163
$522M 0.14%
17,829,288
+962,724
164
$508M 0.14%
7,309,788
-1,641,351
165
$507M 0.14%
36,517,785
+12,397,980
166
$499M 0.14%
9,048,729
+537,047
167
$492M 0.14%
3,745,886
+1,242,175
168
$490M 0.14%
21,353,963
+1,716,750
169
$489M 0.14%
5,804,531
+46,342
170
$479M 0.13%
2,926,092
-104,720
171
$477M 0.13%
5,112,936
-825,001
172
$476M 0.13%
6,441,690
-46,543
173
$476M 0.13%
3,122,843
+551,524
174
$473M 0.13%
1,576,294
-274,063
175
$471M 0.13%
7,183,012
-905,565