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
3076
$230K ﹤0.01%
7,501
-12,825
3077
$227K ﹤0.01%
37,686
+8,481
3078
$224K ﹤0.01%
7,640
+13
3079
$223K ﹤0.01%
18,501
-9,327
3080
$223K ﹤0.01%
11,727
3081
$220K ﹤0.01%
17,367
3082
$219K ﹤0.01%
+9,580
3083
$219K ﹤0.01%
21,769
-8,400
3084
$216K ﹤0.01%
+12,636
3085
$214K ﹤0.01%
10,346
+185
3086
$213K ﹤0.01%
25,300
-2,100
3087
$211K ﹤0.01%
13,160
3088
$211K ﹤0.01%
+6,067
3089
$211K ﹤0.01%
+4,792
3090
$207K ﹤0.01%
+684,488
3091
$206K ﹤0.01%
+2,955
3092
$206K ﹤0.01%
12,724
-7,592
3093
$205K ﹤0.01%
4,605
-1
3094
$204K ﹤0.01%
+15,687
3095
$203K ﹤0.01%
+3,748
3096
$201K ﹤0.01%
+1,296
3097
$201K ﹤0.01%
5,519
-9,989
3098
$201K ﹤0.01%
4,125
-12,244
3099
$200K ﹤0.01%
+13,005
3100
$200K ﹤0.01%
+2,593