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
$1.45T
AUM Growth
+$141B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,883
New
Increased
Reduced
Closed

Top Buys

1 +$6.54B
2 +$5.22B
3 +$3.2B
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51B
5
DIS icon
Walt Disney
DIS
+$2.15B

Top Sells

1 +$4.6B
2 +$2.41B
3 +$2.15B
4
LIN icon
Linde
LIN
+$1.93B
5
UNP icon
Union Pacific
UNP
+$1.87B

Sector Composition

1 Technology 25.87%
2 Financials 10.43%
3 Consumer Discretionary 10.13%
4 Communication Services 7.61%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1976
$12.8M ﹤0.01%
634,064
-38,122
1977
$12.8M ﹤0.01%
1,141,911
+825,732
1978
$12.8M ﹤0.01%
172,128
-26,152
1979
$12.8M ﹤0.01%
124,289
-21,659
1980
$12.8M ﹤0.01%
1,668,846
+416,617
1981
$12.8M ﹤0.01%
160,361
-24,644
1982
$12.7M ﹤0.01%
277,713
-522,207
1983
$12.7M ﹤0.01%
167,595
+38,560
1984
$12.7M ﹤0.01%
229,804
-277,836
1985
$12.7M ﹤0.01%
187,985
-77,636
1986
$12.7M ﹤0.01%
2,210,271
-2,684,013
1987
$12.7M ﹤0.01%
4,019,297
+2,907,611
1988
$12.5M ﹤0.01%
91,153
-9,621
1989
$12.5M ﹤0.01%
123,621
-6,051
1990
$12.5M ﹤0.01%
737,262
-56,024
1991
$12.5M ﹤0.01%
346,567
+88,992
1992
$12.5M ﹤0.01%
299,224
-82,394
1993
$12.5M ﹤0.01%
135,150
+1,296
1994
$12.5M ﹤0.01%
126,588
+23,162
1995
$12.4M ﹤0.01%
197,857
-42,428
1996
$12.4M ﹤0.01%
149,788
-23,748
1997
$12.4M ﹤0.01%
44,213
+1,807
1998
$12.4M ﹤0.01%
177,867
+7,856
1999
$12.4M ﹤0.01%
217,255
+27,517
2000
$12.4M ﹤0.01%
266,111
+216,504