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
4,122
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
276
$244M 0.07%
6,490,871
+416,187
277
$242M 0.07%
16,548,938
+15,445
278
$241M 0.07%
1,670,799
+221,974
279
$240M 0.07%
6,510,641
-2,549,053
280
$239M 0.07%
3,698,380
-303,628
281
$235M 0.07%
13,470,356
-16,285,847
282
$234M 0.07%
10,955,862
-482,286
283
$230M 0.07%
6,816,555
-60,805
284
$228M 0.07%
2,963,811
+313,763
285
$227M 0.07%
3,109,225
-470,108
286
$227M 0.07%
5,253,018
-1,165,530
287
$227M 0.07%
4,706,232
-478,609
288
$227M 0.07%
4,350,162
-2,130,720
289
$227M 0.07%
17,858,894
-283,368
290
$227M 0.07%
4,862,934
+43,998
291
$227M 0.07%
3,425,865
-2,350,191
292
$226M 0.07%
4,243,417
-109,932
293
$225M 0.07%
+6,727,926
294
$225M 0.07%
7,307,526
+150,282
295
$225M 0.07%
10,715,308
+4,069,448
296
$223M 0.07%
3,001,157
-1,753,868
297
$222M 0.07%
4,967,715
+2,425,878
298
$220M 0.07%
6,635,692
+1,526,326
299
$220M 0.07%
4,352,901
+114,298
300
$220M 0.07%
7,928,456
+474,527