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
$412B
AUM Growth
+$12B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,815
New
Increased
Reduced
Closed

Top Buys

1 +$2.04B
2 +$1.31B
3 +$746M
4
TT icon
Trane Technologies
TT
+$676M
5
AABA
Altaba Inc
AABA
+$658M

Top Sells

1 +$2.16B
2 +$701M
3 +$667M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$656M
5
GM icon
General Motors
GM
+$586M

Sector Composition

1 Financials 15.51%
2 Technology 12.2%
3 Healthcare 9.97%
4 Consumer Discretionary 8.99%
5 Industrials 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2276
$2.87M ﹤0.01%
148,767
-83,204
2277
$2.87M ﹤0.01%
167,921
-40,402
2278
$2.86M ﹤0.01%
120,865
+5,655
2279
$2.84M ﹤0.01%
188,713
+62,060
2280
$2.84M ﹤0.01%
384,876
-494,136
2281
$2.84M ﹤0.01%
154,344
+18,330
2282
$2.83M ﹤0.01%
114,850
-2,894
2283
$2.83M ﹤0.01%
169,725
-10,004
2284
$2.83M ﹤0.01%
132,554
+43,648
2285
$2.83M ﹤0.01%
169,432
-3,349
2286
$2.83M ﹤0.01%
46,104
+44,716
2287
$2.82M ﹤0.01%
76,372
-146,956
2288
$2.82M ﹤0.01%
36,695
+872
2289
$2.82M ﹤0.01%
78,692
-39,668
2290
$2.81M ﹤0.01%
205,130
+3,043
2291
$2.8M ﹤0.01%
156,147
-15,009
2292
$2.8M ﹤0.01%
180,096
-1,038,834
2293
$2.78M ﹤0.01%
86,405
+29,406
2294
$2.76M ﹤0.01%
124,701
+20,975
2295
$2.76M ﹤0.01%
146,769
+12,646
2296
$2.76M ﹤0.01%
47,526
+43,000
2297
$2.75M ﹤0.01%
213,300
-5,200
2298
$2.75M ﹤0.01%
155,135
-61,474
2299
$2.74M ﹤0.01%
100,975
+4,750
2300
$2.74M ﹤0.01%
144,362
+20,038