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
201
$396M 0.11%
4,190,128
-1,671,449
202
$394M 0.11%
9,888,414
+37,767
203
$393M 0.11%
11,076,030
+2,687,475
204
$393M 0.11%
3,176,265
+273,603
205
$389M 0.11%
5,661,295
+841,391
206
$389M 0.11%
5,736,837
-11,042
207
$388M 0.11%
2,680,181
+262,241
208
$385M 0.11%
71,078,838
-6,834,116
209
$381M 0.11%
3,915,077
-80,459
210
$377M 0.1%
6,965,300
+91,216
211
$375M 0.1%
4,475,061
-770,676
212
$372M 0.1%
17,937,652
+2,115,284
213
$371M 0.1%
6,298,676
+150,809
214
$369M 0.1%
2,992,896
+493,257
215
$367M 0.1%
2,973,380
+1,405,198
216
$366M 0.1%
4,479,523
+3,425,150
217
$365M 0.1%
5,358,534
-30,260
218
$364M 0.1%
6,673,146
+859,918
219
$363M 0.1%
13,730,881
+8,262,664
220
$357M 0.1%
11,763,606
-693,076
221
$355M 0.1%
7,627,531
-143,665
222
$354M 0.1%
6,588,948
+12,655
223
$353M 0.1%
5,067,341
-117,491
224
$353M 0.1%
4,083,701
-144,273
225
$352M 0.1%
1,760,231
+196,180