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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
$355B
AUM Growth
-$48.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,674
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$1B
3 +$958M
4
LLY icon
Eli Lilly
LLY
+$776M
5
AGN
Allergan plc
AGN
+$751M

Top Sells

1 +$2.23B
2 +$1.98B
3 +$1.31B
4
MRK icon
Merck
MRK
+$837M
5
BFH icon
Bread Financial
BFH
+$630M

Sector Composition

1 Financials 15.72%
2 Healthcare 12.01%
3 Technology 11.46%
4 Consumer Discretionary 9.01%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2751
$509K ﹤0.01%
9,855
+3,117
2752
$509K ﹤0.01%
20,266
-21,203
2753
$508K ﹤0.01%
23,129
2754
$508K ﹤0.01%
17,933
-259
2755
$505K ﹤0.01%
15,712
+2,506
2756
$505K ﹤0.01%
24,036
-8,563
2757
$505K ﹤0.01%
28,232
+32
2758
$502K ﹤0.01%
10,695
-4,321
2759
$499K ﹤0.01%
32,282
-393,018
2760
$496K ﹤0.01%
12,431
-51,048
2761
$495K ﹤0.01%
+30,161
2762
$495K ﹤0.01%
+27,950
2763
$495K ﹤0.01%
12,969
+1,542
2764
$495K ﹤0.01%
25,854
-12,460
2765
$494K ﹤0.01%
26,858
-1,940
2766
$490K ﹤0.01%
6,800
2767
$490K ﹤0.01%
35,290
+9,660
2768
$488K ﹤0.01%
9,171
-453
2769
$487K ﹤0.01%
31,456
+10,207
2770
$487K ﹤0.01%
15,886
-408,153
2771
$487K ﹤0.01%
+31,032
2772
$486K ﹤0.01%
24,905
-4,576
2773
$484K ﹤0.01%
22,956
-20,098
2774
$480K ﹤0.01%
+34,647
2775
$479K ﹤0.01%
33,417
+7,769