JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$450B
AUM Growth
+$11.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,058
New
Increased
Reduced
Closed

Top Buys

1 +$1.09B
2 +$1.03B
3 +$970M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$877M
5
VZ icon
Verizon
VZ
+$875M

Top Sells

1 +$2.58B
2 +$1.37B
3 +$764M
4
IBM icon
IBM
IBM
+$737M
5
PM icon
Philip Morris
PM
+$640M

Sector Composition

1 Financials 14.86%
2 Technology 13.42%
3 Healthcare 10.29%
4 Consumer Discretionary 9.21%
5 Industrials 7.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$6.99M ﹤0.01%
89,453
+5,175
1952
$6.97M ﹤0.01%
122,681
-13,261
1953
$6.95M ﹤0.01%
218,166
-8,620
1954
$6.93M ﹤0.01%
129,128
-7,164
1955
$6.92M ﹤0.01%
568,874
+130,503
1956
$6.91M ﹤0.01%
147,409
-6,220
1957
$6.91M ﹤0.01%
230,236
-111,217
1958
$6.91M ﹤0.01%
215,575
-77,770
1959
$6.89M ﹤0.01%
350,867
-171,694
1960
$6.89M ﹤0.01%
425,115
-35,162
1961
$6.88M ﹤0.01%
229,946
-217,247
1962
$6.85M ﹤0.01%
73,897
+16,460
1963
$6.85M ﹤0.01%
46,934
-173
1964
$6.85M ﹤0.01%
103,790
+100,040
1965
$6.84M ﹤0.01%
197,813
+41,158
1966
$6.83M ﹤0.01%
287,333
+234,692
1967
$6.79M ﹤0.01%
179,702
+177,802
1968
$6.77M ﹤0.01%
110,316
-86,861
1969
$6.76M ﹤0.01%
95,071
+7,544
1970
$6.76M ﹤0.01%
310,433
+22,685
1971
$6.72M ﹤0.01%
806,427
+370,771
1972
$6.7M ﹤0.01%
217,920
-154,300
1973
$6.66M ﹤0.01%
234,817
+4,194
1974
$6.66M ﹤0.01%
366,561
+360,307
1975
$6.66M ﹤0.01%
301,792
+87,040