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
3,872
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
176
$469M 0.13%
7,961,858
-3,967,806
177
$467M 0.13%
5,891,237
+57,658
178
$465M 0.13%
10,711,332
+1,665,684
179
$457M 0.13%
3,358,937
+184,113
180
$454M 0.13%
3,659,841
-774,897
181
$454M 0.13%
9,871,367
+4,164,030
182
$449M 0.12%
8,802,625
-1,773,421
183
$439M 0.12%
17,216,799
-6,886,803
184
$437M 0.12%
3,902,674
+2,562,540
185
$436M 0.12%
34,983,478
-1,135,903
186
$433M 0.12%
8,652,505
-175,272
187
$427M 0.12%
1,687,812
+47,175
188
$426M 0.12%
4,284,809
-333,130
189
$422M 0.12%
3,721,689
-1,916
190
$420M 0.12%
17,985,444
-854,768
191
$419M 0.12%
4,209,467
+1,217,768
192
$417M 0.12%
12,290,794
+3,325,155
193
$412M 0.11%
6,791,213
-47,426
194
$405M 0.11%
6,874,094
+4,818,870
195
$403M 0.11%
9,100,768
-1,134,765
196
$402M 0.11%
6,007,446
+1,082,669
197
$400M 0.11%
5,399,379
+78,715
198
$398M 0.11%
3,405,528
+3,035,589
199
$397M 0.11%
5,507,981
-385,146
200
$397M 0.11%
3,164,735
-417,971