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
3126
$135K ﹤0.01%
26,405
-82,054
3127
$134K ﹤0.01%
8,056
-105,163
3128
$134K ﹤0.01%
10,493
-131,117
3129
$134K ﹤0.01%
+12,811
3130
$133K ﹤0.01%
10,779
-77
3131
$131K ﹤0.01%
+1,571
3132
$130K ﹤0.01%
1,030
-4,160
3133
$129K ﹤0.01%
6,529
-232
3134
$125K ﹤0.01%
29,209
+1,068
3135
$125K ﹤0.01%
+22,859
3136
$125K ﹤0.01%
+12,375
3137
$121K ﹤0.01%
60,755
-26,267
3138
$120K ﹤0.01%
17,354
+7,070
3139
$117K ﹤0.01%
10,950
-141
3140
$116K ﹤0.01%
48,284
-386,377
3141
$116K ﹤0.01%
15,684
-81,705
3142
$115K ﹤0.01%
56,535
-37,172
3143
$98K ﹤0.01%
+10,706
3144
$97K ﹤0.01%
+14,450
3145
$96K ﹤0.01%
13,300
-149,051
3146
$89K ﹤0.01%
11,021
-10,000
3147
$89K ﹤0.01%
22,408
+6,170
3148
$89K ﹤0.01%
21,916
3149
$89K ﹤0.01%
15,009
-98,932
3150
$84K ﹤0.01%
10,895
-33,423