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
4,124
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
3151
$453K ﹤0.01%
16,410
+5,526
3152
$452K ﹤0.01%
4,613
-1,993
3153
$451K ﹤0.01%
35,965
+3,473
3154
$449K ﹤0.01%
+15,450
3155
$448K ﹤0.01%
3,697
-623
3156
$448K ﹤0.01%
6,115
-1,459
3157
$446K ﹤0.01%
25,550
+1,380
3158
$446K ﹤0.01%
45,332
+12,735
3159
$445K ﹤0.01%
1,983
+965
3160
$445K ﹤0.01%
60,471
+40,576
3161
$444K ﹤0.01%
73,578
+35,885
3162
$442K ﹤0.01%
13,272
+1,434
3163
$441K ﹤0.01%
+34,124
3164
$440K ﹤0.01%
70,773
-56,054
3165
$440K ﹤0.01%
+12,500
3166
$438K ﹤0.01%
44,010
-9,214
3167
$438K ﹤0.01%
40,122
-22,765
3168
$437K ﹤0.01%
18,771
+3,806
3169
$435K ﹤0.01%
73,768
-417,719
3170
$435K ﹤0.01%
41,514
-17,928
3171
$434K ﹤0.01%
170,820
-57,954
3172
$432K ﹤0.01%
30,436
+14,664
3173
$430K ﹤0.01%
+14,283
3174
$429K ﹤0.01%
+25,241
3175
$429K ﹤0.01%
4,504
-14