JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.49%
 

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
+26.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,717
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.82B
3 +$779M
4
GILD icon
Gilead Sciences
GILD
+$774M
5
LLY icon
Eli Lilly
LLY
+$590M

Top Sells

1 +$1.06B
2 +$890M
3 +$779M
4
SLB icon
SLB Ltd
SLB
+$600M
5
CVX icon
Chevron
CVX
+$573M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.44%
4 Consumer Discretionary 8.72%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3051
$268K ﹤0.01%
24,902
-345
3052
$261K ﹤0.01%
13,220
3053
$261K ﹤0.01%
28,288
+7,088
3054
$257K ﹤0.01%
9,564
-174
3055
$257K ﹤0.01%
122
-124
3056
$257K ﹤0.01%
18,500
+1,000
3057
$255K ﹤0.01%
+12,049
3058
$253K ﹤0.01%
+21,347
3059
$252K ﹤0.01%
12,954
-15,161
3060
$249K ﹤0.01%
13,000
3061
$248K ﹤0.01%
11,816
3062
$247K ﹤0.01%
10,048
+12
3063
$245K ﹤0.01%
9,410
3064
$245K ﹤0.01%
16,725
-1,055
3065
$244K ﹤0.01%
28,033
-13,840
3066
$243K ﹤0.01%
9,020
-176,335
3067
$242K ﹤0.01%
+17,466
3068
$242K ﹤0.01%
15,625
-1,075
3069
$240K ﹤0.01%
8,863
-11,008
3070
$238K ﹤0.01%
3,000
3071
$238K ﹤0.01%
+6,312
3072
$233K ﹤0.01%
+7,271
3073
$232K ﹤0.01%
+8,725
3074
0
3075
$231K ﹤0.01%
10,921
-104,636