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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
2776
$478K ﹤0.01%
11,822
-30,279
2777
$477K ﹤0.01%
46,069
2778
$477K ﹤0.01%
18,620
2779
$473K ﹤0.01%
13,753
+1,253
2780
$472K ﹤0.01%
17,783
+3,853
2781
$472K ﹤0.01%
+39,616
2782
$472K ﹤0.01%
19,520
+724
2783
$466K ﹤0.01%
93,200
+1,616
2784
$463K ﹤0.01%
20,364
+217
2785
$461K ﹤0.01%
17,997
+339
2786
$458K ﹤0.01%
16,874
-194,883
2787
$457K ﹤0.01%
9,874
+3,685
2788
$456K ﹤0.01%
+2,715
2789
$455K ﹤0.01%
+33,493
2790
$452K ﹤0.01%
+76,140
2791
$450K ﹤0.01%
22,747
-6,776
2792
0
2793
$447K ﹤0.01%
10,342
-189,050
2794
$443K ﹤0.01%
45,470
+31,520
2795
$443K ﹤0.01%
19,905
-28,931
2796
$442K ﹤0.01%
9,385
2797
$438K ﹤0.01%
18,669
+400
2798
$437K ﹤0.01%
17,856
+264
2799
$436K ﹤0.01%
11,625
-10,755
2800
$436K ﹤0.01%
90,000
-152