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
2851
$685K ﹤0.01%
15,334
+2,164
2852
$685K ﹤0.01%
6,063
+541
2853
$680K ﹤0.01%
93,974
-12,986
2854
$679K ﹤0.01%
69,105
+24,817
2855
$678K ﹤0.01%
39,066
-47,175
2856
$676K ﹤0.01%
23,713
+23,636
2857
$675K ﹤0.01%
113,595
-24,420
2858
$675K ﹤0.01%
3,818
-1,258
2859
$671K ﹤0.01%
10,982
-22,728
2860
$671K ﹤0.01%
41,508
+8,073
2861
$668K ﹤0.01%
28,394
-110,470
2862
$668K ﹤0.01%
+26,223
2863
$665K ﹤0.01%
29,881
-286,233
2864
$663K ﹤0.01%
12,811
+1,160
2865
$663K ﹤0.01%
74,840
-1,117
2866
$662K ﹤0.01%
17,757
-14,709
2867
$659K ﹤0.01%
28,536
+324
2868
$655K ﹤0.01%
14,404
-85,670
2869
$654K ﹤0.01%
11,653
-26,530
2870
$652K ﹤0.01%
+13,000
2871
$651K ﹤0.01%
16,132
-48,284
2872
$648K ﹤0.01%
+30,363
2873
$642K ﹤0.01%
213,394
+186,570
2874
$642K ﹤0.01%
13,727
-47,060
2875
$642K ﹤0.01%
6,294
+2,321