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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2676
$1.12M ﹤0.01%
14,760
+4,612
2677
$1.12M ﹤0.01%
+32,635
2678
$1.12M ﹤0.01%
19,718
-14,242
2679
$1.12M ﹤0.01%
286,805
+128,863
2680
$1.11M ﹤0.01%
33,553
+4,342
2681
$1.11M ﹤0.01%
109,769
-2,284
2682
$1.11M ﹤0.01%
76,168
-10,087
2683
$1.1M ﹤0.01%
24,831
+21,754
2684
$1.1M ﹤0.01%
46,783
+20,726
2685
$1.1M ﹤0.01%
10,749
-5,757
2686
$1.1M ﹤0.01%
6,034
-363
2687
$1.1M ﹤0.01%
15,094
-44,361
2688
$1.1M ﹤0.01%
43,416
+2,004
2689
$1.09M ﹤0.01%
62,628
-16,649
2690
$1.09M ﹤0.01%
1,113
-8,185
2691
$1.08M ﹤0.01%
15,675
-24,080
2692
$1.08M ﹤0.01%
80,158
+79,881
2693
$1.07M ﹤0.01%
19,974
+438
2694
$1.07M ﹤0.01%
66,040
-26,710
2695
$1.07M ﹤0.01%
35,012
2696
$1.07M ﹤0.01%
45,571
+13,475
2697
$1.06M ﹤0.01%
375,696
-295,844
2698
$1.05M ﹤0.01%
30,866
-25,004
2699
$1.05M ﹤0.01%
56,106
-6,862
2700
$1.05M ﹤0.01%
30,670
-30,380