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
1951
$4.53M ﹤0.01%
71,856
+3,136
1952
$4.53M ﹤0.01%
271,172
+850
1953
$4.51M ﹤0.01%
294,600
-46,415
1954
$4.48M ﹤0.01%
202,387
-7,296
1955
$4.47M ﹤0.01%
170,752
+103,267
1956
$4.47M ﹤0.01%
294,585
-13,560
1957
$4.47M ﹤0.01%
350,950
-4,625
1958
$4.46M ﹤0.01%
32,765
+19,285
1959
$4.42M ﹤0.01%
+696
1960
$4.42M ﹤0.01%
92,253
+334
1961
$4.41M ﹤0.01%
50,501
-525
1962
$4.39M ﹤0.01%
82,230
+33,495
1963
$4.38M ﹤0.01%
19,685
+7,012
1964
$4.38M ﹤0.01%
130,440
+52,428
1965
$4.35M ﹤0.01%
99,948
+40,522
1966
$4.33M ﹤0.01%
253,191
-3,600
1967
$4.32M ﹤0.01%
62,546
-33,338
1968
$4.31M ﹤0.01%
195,098
+185,222
1969
$4.3M ﹤0.01%
131,261
+1,193
1970
$4.29M ﹤0.01%
35,622
-21,465
1971
$4.29M ﹤0.01%
227,787
-75,019
1972
$4.26M ﹤0.01%
31,915
+21,275
1973
$4.26M ﹤0.01%
+299,850
1974
$4.26M ﹤0.01%
78,257
+47,409
1975
$4.24M ﹤0.01%
157,500
+1,200