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
1751
$7.06M ﹤0.01%
228,053
-50,243
1752
$7.06M ﹤0.01%
791,888
+83,707
1753
$7.05M ﹤0.01%
339,022
-37,757
1754
$7.03M ﹤0.01%
119,095
-28,694
1755
$6.99M ﹤0.01%
161,486
-80,102
1756
$6.99M ﹤0.01%
121,274
+19,776
1757
$6.98M ﹤0.01%
65,310
+17,482
1758
$6.97M ﹤0.01%
263,716
-1,154
1759
$6.96M ﹤0.01%
158,570
-33,483
1760
$6.89M ﹤0.01%
130,630
+22,094
1761
$6.88M ﹤0.01%
207,806
+15,353
1762
$6.88M ﹤0.01%
266,018
+157,954
1763
$6.86M ﹤0.01%
344,388
-16,428
1764
$6.8M ﹤0.01%
103,976
-1,401
1765
$6.8M ﹤0.01%
+521,200
1766
$6.78M ﹤0.01%
+10,121
1767
$6.77M ﹤0.01%
340,909
-118,513
1768
$6.76M ﹤0.01%
163,156
+40,970
1769
$6.76M ﹤0.01%
99,825
+30,566
1770
$6.74M ﹤0.01%
231,035
+27,143
1771
$6.72M ﹤0.01%
241,550
+121,126
1772
$6.71M ﹤0.01%
73,854
+5,441
1773
$6.71M ﹤0.01%
386,267
+10,920
1774
$6.7M ﹤0.01%
93,785
-147
1775
$6.7M ﹤0.01%
375,477
+67,137