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
$540B
AUM Growth
+$49.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,288
New
Increased
Reduced
Closed

Top Buys

1 +$1.56B
2 +$1.02B
3 +$505M
4
TFC icon
Truist Financial
TFC
+$502M
5
ADI icon
Analog Devices
ADI
+$492M

Top Sells

1 +$1.78B
2 +$855M
3 +$828M
4
VZ icon
Verizon
VZ
+$792M
5
MSFT icon
Microsoft
MSFT
+$789M

Sector Composition

1 Technology 17.8%
2 Consumer Discretionary 11.44%
3 Healthcare 10.78%
4 Financials 10.39%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2376
$3.22M ﹤0.01%
+316,801
2377
$3.22M ﹤0.01%
13,281
-36,005
2378
$3.22M ﹤0.01%
56,136
-3,107
2379
$3.22M ﹤0.01%
83,017
-56,997
2380
$3.21M ﹤0.01%
769,073
+622,346
2381
$3.21M ﹤0.01%
186,000
2382
$3.2M ﹤0.01%
17,869
-14,940
2383
$3.19M ﹤0.01%
26,970
-9,629
2384
$3.19M ﹤0.01%
51,113
+2,822
2385
$3.19M ﹤0.01%
177,763
+26,428
2386
$3.19M ﹤0.01%
302,344
-191,179
2387
$3.17M ﹤0.01%
317,515
+27,441
2388
$3.16M ﹤0.01%
41,562
-14,911
2389
$3.16M ﹤0.01%
66,294
+50,768
2390
$3.16M ﹤0.01%
121,526
+13,609
2391
$3.16M ﹤0.01%
23,520
+4,295
2392
$3.16M ﹤0.01%
156,946
+81,907
2393
$3.14M ﹤0.01%
369,049
-1,611,707
2394
$3.14M ﹤0.01%
104,886
-8,586
2395
$3.14M ﹤0.01%
357,563
+1,603
2396
$3.14M ﹤0.01%
77,695
-299,925
2397
$3.13M ﹤0.01%
61,122
+1,470
2398
$3.13M ﹤0.01%
101,296
+56,010
2399
$3.13M ﹤0.01%
250,923
+6,980
2400
$3.12M ﹤0.01%
46,228
-620