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
$398B
AUM Growth
+$10.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,699
New
Increased
Reduced
Closed

Top Buys

1 +$1.12B
2 +$863M
3 +$731M
4
GE icon
GE Aerospace
GE
+$665M
5
CPRI icon
Capri Holdings
CPRI
+$560M

Top Sells

1 +$1.18B
2 +$752M
3 +$557M
4
TWX
Time Warner Inc
TWX
+$525M
5
VZ icon
Verizon
VZ
+$466M

Sector Composition

1 Financials 13.1%
2 Healthcare 11.11%
3 Technology 10.75%
4 Industrials 8.27%
5 Consumer Discretionary 8.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$5.92M ﹤0.01%
190,343
-35,382
1827
$5.92M ﹤0.01%
1,730,870
+1,711,606
1828
$5.92M ﹤0.01%
118,253
+113,832
1829
$5.89M ﹤0.01%
586,543
-47,128
1830
$5.89M ﹤0.01%
332,333
+108,333
1831
$5.88M ﹤0.01%
2,674,948
-1,968,818
1832
$5.87M ﹤0.01%
175,993
-26,745
1833
$5.87M ﹤0.01%
246,033
+2,970
1834
$5.87M ﹤0.01%
169,048
-3,633
1835
$5.86M ﹤0.01%
660,676
+10,915
1836
$5.83M ﹤0.01%
225,161
-1,179
1837
$5.82M ﹤0.01%
97,436
-40,757
1838
$5.81M ﹤0.01%
575,850
+30,123
1839
$5.8M ﹤0.01%
154,506
+159
1840
$5.79M ﹤0.01%
218,679
+48,256
1841
$5.79M ﹤0.01%
735,246
-140,380
1842
$5.78M ﹤0.01%
117,568
-7,410
1843
$5.77M ﹤0.01%
355,315
+83,843
1844
$5.77M ﹤0.01%
281,024
+64,444
1845
$5.76M ﹤0.01%
741,035
-125,043
1846
$5.76M ﹤0.01%
395,179
+120,685
1847
$5.75M ﹤0.01%
672,179
-504,826
1848
$5.74M ﹤0.01%
+313,625
1849
$5.74M ﹤0.01%
396,958
+920
1850
$5.72M ﹤0.01%
760,377
+8,300