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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,124
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.09%
2 Healthcare 10.47%
3 Technology 10.36%
4 Industrials 9.51%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2851
$928K ﹤0.01%
+9,168
2852
$925K ﹤0.01%
54,886
+35,564
2853
$925K ﹤0.01%
+37,808
2854
$924K ﹤0.01%
105,474
+31,098
2855
$924K ﹤0.01%
14,593
-2,069
2856
$921K ﹤0.01%
75,877
-132,106
2857
$920K ﹤0.01%
10,361
+795
2858
$919K ﹤0.01%
7,037
+5,024
2859
$918K ﹤0.01%
47,299
+4,593
2860
$918K ﹤0.01%
63,654
+22,800
2861
$917K ﹤0.01%
31,408
+21,278
2862
$916K ﹤0.01%
100,968
+28,176
2863
$914K ﹤0.01%
33,199
-29,207
2864
$912K ﹤0.01%
59,760
-26,307
2865
$911K ﹤0.01%
45,612
+32,033
2866
$910K ﹤0.01%
35,743
+4,700
2867
$906K ﹤0.01%
88,697
-56,734
2868
$902K ﹤0.01%
36,100
-51,108
2869
$902K ﹤0.01%
28,564
-1,128
2870
$899K ﹤0.01%
5,111,081
-23,219
2871
$898K ﹤0.01%
53,381
+6,528
2872
$898K ﹤0.01%
27,462
-2,364
2873
$897K ﹤0.01%
26,981
-279,856
2874
$897K ﹤0.01%
6,090
-1,598
2875
$895K ﹤0.01%
10,727
-503