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
1926
$4.86M ﹤0.01%
279,915
-84,195
1927
$4.85M ﹤0.01%
184,724
-31,574
1928
$4.83M ﹤0.01%
199,218
+19,223
1929
$4.82M ﹤0.01%
271,947
+3,400
1930
$4.8M ﹤0.01%
+271,818
1931
$4.79M ﹤0.01%
155,201
-382
1932
$4.78M ﹤0.01%
114,327
+75,214
1933
$4.78M ﹤0.01%
379,574
+187,212
1934
$4.72M ﹤0.01%
140,804
+1,453
1935
$4.72M ﹤0.01%
209,494
-5,413
1936
$4.71M ﹤0.01%
122,566
-396,105
1937
$4.71M ﹤0.01%
70,603
+38,654
1938
$4.69M ﹤0.01%
68,261
-125,922
1939
$4.69M ﹤0.01%
174,505
+104,940
1940
$4.65M ﹤0.01%
+196,754
1941
$4.61M ﹤0.01%
176,526
+18,381
1942
$4.6M ﹤0.01%
131,495
+31,237
1943
$4.58M ﹤0.01%
+91,657
1944
$4.58M ﹤0.01%
+120,864
1945
$4.57M ﹤0.01%
95,783
+5,643
1946
$4.57M ﹤0.01%
151,476
+39,641
1947
$4.56M ﹤0.01%
169,658
-804
1948
$4.55M ﹤0.01%
271,395
+239,209
1949
$4.54M ﹤0.01%
142,367
-100,138
1950
$4.54M ﹤0.01%
258,996
+156,021