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
2876
$895K ﹤0.01%
+40,716
2877
$888K ﹤0.01%
124,420
-116,961
2878
$880K ﹤0.01%
71,517
-11,091
2879
$879K ﹤0.01%
35,827
-2,702
2880
$874K ﹤0.01%
+60,313
2881
$873K ﹤0.01%
39,257
-668
2882
$873K ﹤0.01%
49,353
+29,094
2883
$868K ﹤0.01%
62,991
+40,936
2884
$864K ﹤0.01%
22,755
-1,726
2885
$863K ﹤0.01%
261,693
+80,853
2886
$862K ﹤0.01%
25,801
+97
2887
$861K ﹤0.01%
32,051
+20,822
2888
$861K ﹤0.01%
34,100
-113
2889
$859K ﹤0.01%
87,601
+64,004
2890
$859K ﹤0.01%
41,748
+8,303
2891
$858K ﹤0.01%
+30,675
2892
$854K ﹤0.01%
173,107
+25,311
2893
$852K ﹤0.01%
309,858
-190,322
2894
$851K ﹤0.01%
41,368
+24,380
2895
$845K ﹤0.01%
13
-11
2896
$842K ﹤0.01%
2,943
-336
2897
$835K ﹤0.01%
44,304
+26,170
2898
$835K ﹤0.01%
27,900
2899
$825K ﹤0.01%
28,361
-21,203
2900
$822K ﹤0.01%
72,439
-838,379