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
2451
$2.91M ﹤0.01%
71,127
-1,322
2452
$2.91M ﹤0.01%
106,608
-2,510,360
2453
$2.91M ﹤0.01%
174,724
-1,357,534
2454
$2.9M ﹤0.01%
61,195
+28,750
2455
$2.9M ﹤0.01%
201,991
+141,591
2456
$2.87M ﹤0.01%
36,369
+24,631
2457
$2.86M ﹤0.01%
52,899
+21,988
2458
$2.86M ﹤0.01%
149,175
-7,368
2459
$2.86M ﹤0.01%
46,383
-33,172
2460
$2.86M ﹤0.01%
410,893
+405,498
2461
$2.85M ﹤0.01%
7,120
-1,487
2462
$2.84M ﹤0.01%
66,323
+9,758
2463
$2.84M ﹤0.01%
147,571
+12,018
2464
$2.84M ﹤0.01%
53,214
+8,293
2465
$2.83M ﹤0.01%
104,606
-65,212
2466
$2.83M ﹤0.01%
123,663
+16,719
2467
$2.82M ﹤0.01%
85,481
-35,356
2468
$2.82M ﹤0.01%
27,764
+2,679
2469
$2.82M ﹤0.01%
902,388
-250,665
2470
$2.81M ﹤0.01%
164,841
-961
2471
$2.8M ﹤0.01%
147,353
+38,148
2472
$2.79M ﹤0.01%
80,215
+18,036
2473
$2.79M ﹤0.01%
80,788
-42,215
2474
$2.79M ﹤0.01%
48,236
+8,184
2475
$2.78M ﹤0.01%
79,915
+43,793