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
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,737
New
Increased
Reduced
Closed

Top Sells

1 +$1.54B
2 +$903M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$775M
5
FCX icon
Freeport-McMoran
FCX
+$543M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.74%
4 Industrials 8.74%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2976
$313K ﹤0.01%
+4,965
2977
$312K ﹤0.01%
22,000
+4,000
2978
$312K ﹤0.01%
24,443
-312,857
2979
$311K ﹤0.01%
12,295
-170
2980
$311K ﹤0.01%
+12,990
2981
$310K ﹤0.01%
8,567
+962
2982
$310K ﹤0.01%
3,354
+218
2983
$310K ﹤0.01%
+39,500
2984
$310K ﹤0.01%
18,794
-107
2985
$310K ﹤0.01%
18,512
+1,050
2986
$308K ﹤0.01%
+22,142
2987
$308K ﹤0.01%
8,108
-27,868
2988
$308K ﹤0.01%
+16,600
2989
$308K ﹤0.01%
6,118
-8,426
2990
$307K ﹤0.01%
20,991
-1,784
2991
$307K ﹤0.01%
+5,323
2992
$307K ﹤0.01%
11,727
+235
2993
$305K ﹤0.01%
+2,548
2994
$305K ﹤0.01%
15,060
-2,349,440
2995
$304K ﹤0.01%
+20,000
2996
$302K ﹤0.01%
15,691
-21,190
2997
$302K ﹤0.01%
+21,972
2998
$300K ﹤0.01%
+5,711
2999
$298K ﹤0.01%
12,240
+130
3000
$296K ﹤0.01%
+71,383