JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,737
New
Increased
Reduced
Closed

Top Sells

1 +$1.54B
2 +$903M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$775M
5
FCX icon
Freeport-McMoran
FCX
+$543M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.74%
4 Industrials 8.74%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$742K ﹤0.01%
+31,966
2727
$741K ﹤0.01%
14,809
-31
2728
$737K ﹤0.01%
72,125
-3,850
2729
$733K ﹤0.01%
27,278
-2,537
2730
$733K ﹤0.01%
165,079
+145,386
2731
$733K ﹤0.01%
20,582
-578
2732
$732K ﹤0.01%
+24,324
2733
$724K ﹤0.01%
8,519
-256
2734
$724K ﹤0.01%
+1,006
2735
$720K ﹤0.01%
43,200
+1,300
2736
$720K ﹤0.01%
+60,103
2737
$718K ﹤0.01%
40,868
-3,549
2738
$716K ﹤0.01%
39,205
+24,091
2739
$716K ﹤0.01%
+52,766
2740
$714K ﹤0.01%
38,373
-2,319
2741
$712K ﹤0.01%
96,821
-5,227
2742
$712K ﹤0.01%
72,828
-64,386
2743
$708K ﹤0.01%
24,769
+1,010
2744
$705K ﹤0.01%
27,349
+3,795
2745
$704K ﹤0.01%
19,384
-898
2746
$703K ﹤0.01%
102,847
-16,222
2747
$699K ﹤0.01%
38,844
-602
2748
$698K ﹤0.01%
34,281
2749
$698K ﹤0.01%
24,555
+191
2750
$697K ﹤0.01%
24,277
-1,817