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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3201
$256K ﹤0.01%
+9,746
3202
$255K ﹤0.01%
15,004
+11,139
3203
$255K ﹤0.01%
19,757
-18,985
3204
$255K ﹤0.01%
5,698
3205
$254K ﹤0.01%
5,368
-6,064
3206
$254K ﹤0.01%
+36,698
3207
$253K ﹤0.01%
43,822
+14,702
3208
0
3209
$249K ﹤0.01%
20,000
3210
$249K ﹤0.01%
17,933
-102,509
3211
$247K ﹤0.01%
8,537
-5,802
3212
$246K ﹤0.01%
15,741
-16,374
3213
$245K ﹤0.01%
8,644
-59,900
3214
$245K ﹤0.01%
55,330
-95,118
3215
$245K ﹤0.01%
14,515
+4,187
3216
$244K ﹤0.01%
9,924
-4,842
3217
$244K ﹤0.01%
2,567
+127
3218
$243K ﹤0.01%
46,788
+14,086
3219
$243K ﹤0.01%
12,440
-319,805
3220
$240K ﹤0.01%
22,802
+355
3221
$239K ﹤0.01%
2,773
3222
$239K ﹤0.01%
33,417
+13,159
3223
$239K ﹤0.01%
6,723
+935
3224
$239K ﹤0.01%
8,664
+2,379
3225
$238K ﹤0.01%
15,055
-2,575