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
2701
$1.04M ﹤0.01%
19,411
-1,891
2702
$1.04M ﹤0.01%
69,352
+1,897
2703
$1.04M ﹤0.01%
65,859
-8,594
2704
$1.04M ﹤0.01%
36,530
-10,698
2705
$1.03M ﹤0.01%
10,954
+8,742
2706
$1.03M ﹤0.01%
59,649
-19,012
2707
$1.02M ﹤0.01%
59,992
+42,322
2708
$1.02M ﹤0.01%
44,807
+5,025
2709
$1.02M ﹤0.01%
+39,420
2710
$1.02M ﹤0.01%
21,108
+12,683
2711
$1.02M ﹤0.01%
13,313
2712
$1.02M ﹤0.01%
38,253
-43,125
2713
$1.01M ﹤0.01%
36,903
-15,526
2714
$1.01M ﹤0.01%
39,900
-2,405
2715
$1.01M ﹤0.01%
50,076
-42,985
2716
$1.01M ﹤0.01%
43,769
+6,458
2717
$1.01M ﹤0.01%
+19,775
2718
$1M ﹤0.01%
107,028
-31,122
2719
$1M ﹤0.01%
16,512
-2,740
2720
$1M ﹤0.01%
596,919
+349,342
2721
$1M ﹤0.01%
13,744
+373
2722
$1M ﹤0.01%
24,853
+12,095
2723
$998K ﹤0.01%
42,347
-104,031
2724
$997K ﹤0.01%
37,195
-1,645
2725
$996K ﹤0.01%
+93,899