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
$453B
AUM Growth
+$52.1B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,201
New
Increased
Reduced
Closed

Top Buys

1 +$2.3B
2 +$1.64B
3 +$1.55B
4
MBB icon
iShares MBS ETF
MBB
+$1.29B
5
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.14B

Top Sells

1 +$693M
2 +$676M
3 +$669M
4
MDLZ icon
Mondelez International
MDLZ
+$593M
5
UNH icon
UnitedHealth
UNH
+$572M

Sector Composition

1 Technology 13.12%
2 Financials 12.96%
3 Healthcare 10.58%
4 Consumer Discretionary 9.3%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2326
$2.75M ﹤0.01%
442,121
+431,954
2327
$2.75M ﹤0.01%
93,015
-272,074
2328
$2.75M ﹤0.01%
100,829
-22,845
2329
$2.75M ﹤0.01%
43,721
+6,521
2330
$2.75M ﹤0.01%
2,692,512
-32,470
2331
$2.74M ﹤0.01%
+29,693
2332
$2.73M ﹤0.01%
498,968
-504,072
2333
$2.73M ﹤0.01%
72,449
+22,520
2334
$2.71M ﹤0.01%
54,282
-944
2335
$2.71M ﹤0.01%
125,137
+97,914
2336
$2.71M ﹤0.01%
89,643
-363
2337
$2.71M ﹤0.01%
116,659
-54,805
2338
$2.7M ﹤0.01%
94,408
+72,317
2339
$2.69M ﹤0.01%
129,869
+33,001
2340
$2.69M ﹤0.01%
155,182
-197,913
2341
$2.68M ﹤0.01%
154,949
-187,719
2342
$2.68M ﹤0.01%
170,938
+24,354
2343
$2.68M ﹤0.01%
49,072
-269,239
2344
$2.67M ﹤0.01%
33,897
-275,763
2345
$2.67M ﹤0.01%
282,599
-86,302
2346
$2.67M ﹤0.01%
71,764
-459,539
2347
$2.66M ﹤0.01%
49,561
-28,200
2348
$2.66M ﹤0.01%
3,768
-10
2349
$2.66M ﹤0.01%
123,926
-104,326
2350
$2.65M ﹤0.01%
265,525
-444,502