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
2176
$4.63M ﹤0.01%
210,023
-328,574
2177
$4.62M ﹤0.01%
102,160
-16,961
2178
$4.61M ﹤0.01%
469,847
-50,945
2179
$4.59M ﹤0.01%
46,611
-1,425
2180
$4.59M ﹤0.01%
713,445
+243,865
2181
$4.58M ﹤0.01%
211,816
+77,225
2182
$4.58M ﹤0.01%
287,257
+221,815
2183
$4.57M ﹤0.01%
219,052
+87,286
2184
$4.56M ﹤0.01%
254,843
+171,767
2185
$4.56M ﹤0.01%
99,842
+81,061
2186
$4.55M ﹤0.01%
45,705
+76
2187
$4.55M ﹤0.01%
105,771
+60,524
2188
$4.54M ﹤0.01%
276,653
-6,606
2189
$4.54M ﹤0.01%
99,808
-49,165
2190
$4.54M ﹤0.01%
212,610
-13,163
2191
$4.53M ﹤0.01%
94,236
-75,503
2192
$4.53M ﹤0.01%
256,495
-127,275
2193
$4.53M ﹤0.01%
98,222
+17,126
2194
$4.53M ﹤0.01%
58,767
+19,030
2195
$4.52M ﹤0.01%
65,228
-105,646
2196
$4.52M ﹤0.01%
93,506
-25,680
2197
$4.51M ﹤0.01%
153,066
-100,970
2198
$4.5M ﹤0.01%
44,030
+3,730
2199
$4.49M ﹤0.01%
80,663
-8,426
2200
$4.47M ﹤0.01%
106,653
+79,730