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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
$355B
AUM Growth
-$48.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,674
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$1B
3 +$958M
4
LLY icon
Eli Lilly
LLY
+$776M
5
AGN
Allergan plc
AGN
+$751M

Top Sells

1 +$2.23B
2 +$1.98B
3 +$1.31B
4
MRK icon
Merck
MRK
+$837M
5
BFH icon
Bread Financial
BFH
+$630M

Sector Composition

1 Financials 15.72%
2 Healthcare 12.01%
3 Technology 11.46%
4 Consumer Discretionary 9.01%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
-56,639
3202
-18,883
3203
-47,800
3204
-8,725
3205
-30,844
3206
-12,375
3207
-48,130
3208
-10,956
3209
0
3210
-10,726
3211
-221,568
3212
-15,000
3213
-22,939
3214
-2,770,555
3215
-909,976
3216
-84,246
3217
-696,877
3218
-875,582
3219
-57,984
3220
-104,145
3221
-1,549,601
3222
-55,960
3223
-3,244,403
3224
-1,209,777
3225
-49,767