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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,124
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.09%
2 Healthcare 10.47%
3 Technology 10.36%
4 Industrials 9.51%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$1.25M ﹤0.01%
45,835
-48,239
2702
$1.24M ﹤0.01%
154,712
+58,296
2703
$1.24M ﹤0.01%
198,140
+39,350
2704
$1.24M ﹤0.01%
68,336
+31,024
2705
$1.23M ﹤0.01%
15,743
-2,744
2706
$1.23M ﹤0.01%
38,993
+6,888
2707
$1.23M ﹤0.01%
48,197
+37,787
2708
$1.22M ﹤0.01%
+28,678
2709
$1.22M ﹤0.01%
+116,891
2710
$1.22M ﹤0.01%
111,499
+16,193
2711
$1.22M ﹤0.01%
22,046
-200
2712
$1.22M ﹤0.01%
39,496
+8,159
2713
$1.22M ﹤0.01%
39,404
-3,187
2714
$1.21M ﹤0.01%
47,519
-10,911
2715
$1.21M ﹤0.01%
72,644
+40,166
2716
$1.2M ﹤0.01%
23,109
+380
2717
$1.2M ﹤0.01%
37,658
-13,927
2718
$1.2M ﹤0.01%
122,038
-9,820
2719
$1.2M ﹤0.01%
62,740
-22,084
2720
$1.2M ﹤0.01%
66,308
+45,917
2721
$1.19M ﹤0.01%
42,698
-40,647
2722
$1.19M ﹤0.01%
169,460
+109,670
2723
$1.19M ﹤0.01%
68,699
-85,768
2724
$1.18M ﹤0.01%
39,508
-1,565
2725
$1.18M ﹤0.01%
+38,866