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
2726
$995K ﹤0.01%
27,603
-30,461
2727
$994K ﹤0.01%
+39,221
2728
$993K ﹤0.01%
46,761
+33,761
2729
$991K ﹤0.01%
17,691
-45,347
2730
$990K ﹤0.01%
95,287
-316,582
2731
$988K ﹤0.01%
+37,900
2732
$987K ﹤0.01%
23,874
-44,001
2733
$981K ﹤0.01%
56,235
+10,899
2734
$977K ﹤0.01%
10,206
+3,270
2735
$975K ﹤0.01%
29,415
-100,015
2736
$975K ﹤0.01%
83,070
+19,474
2737
$964K ﹤0.01%
11,275
+5,666
2738
$941K ﹤0.01%
20,736
+7,725
2739
$938K ﹤0.01%
33,455
-9,442
2740
$930K ﹤0.01%
90,097
-4,867
2741
$929K ﹤0.01%
61,178
-52,706
2742
$928K ﹤0.01%
40,656
+28,584
2743
$926K ﹤0.01%
42,767
+18,415
2744
$924K ﹤0.01%
16,044
+196
2745
$918K ﹤0.01%
40,109
+35,348
2746
$910K ﹤0.01%
14,561
-2,430
2747
$907K ﹤0.01%
20,059
+1,189
2748
$903K ﹤0.01%
39,071
+657
2749
$901K ﹤0.01%
102,170
-175,419
2750
$900K ﹤0.01%
52,783
+11,392