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
1726
$7.45M ﹤0.01%
322,996
+45,952
1727
$7.44M ﹤0.01%
478,436
-10,245
1728
$7.43M ﹤0.01%
+263,125
1729
$7.42M ﹤0.01%
382,795
-44,101
1730
$7.42M ﹤0.01%
122,934
-230,983
1731
$7.38M ﹤0.01%
283,371
+57,767
1732
$7.33M ﹤0.01%
935,469
+132,969
1733
$7.32M ﹤0.01%
1,255,167
+51,252
1734
$7.3M ﹤0.01%
128,916
+2,993
1735
$7.29M ﹤0.01%
225,286
-113,538
1736
$7.28M ﹤0.01%
185,514
-83,530
1737
$7.27M ﹤0.01%
853,107
+50,838
1738
$7.26M ﹤0.01%
303,827
+283,669
1739
$7.25M ﹤0.01%
252,269
+192,029
1740
$7.25M ﹤0.01%
425,045
-70,324
1741
$7.24M ﹤0.01%
279,000
+99,515
1742
$7.22M ﹤0.01%
347
+47
1743
$7.21M ﹤0.01%
1,030,271
+406,568
1744
$7.21M ﹤0.01%
98,672
+64,012
1745
$7.19M ﹤0.01%
328,331
-94,749
1746
$7.15M ﹤0.01%
57,690
-42,251
1747
$7.14M ﹤0.01%
200,932
-52
1748
$7.13M ﹤0.01%
300,768
+219,845
1749
$7.1M ﹤0.01%
290,900
-124,914
1750
$7.08M ﹤0.01%
394,910
+3,111