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
4,122
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
301
$219M 0.07%
2,622,301
+823,050
302
$218M 0.06%
6,354,478
-1,251,486
303
$216M 0.06%
11,066,630
-280,062
304
$215M 0.06%
4,454,047
+60,960
305
$214M 0.06%
4,615,141
-364,652
306
$214M 0.06%
5,590,787
-1,026,338
307
$211M 0.06%
3,545,321
+2,141,480
308
$209M 0.06%
4,532,642
-145,577
309
$208M 0.06%
1,885,219
-222,862
310
$206M 0.06%
5,625,682
+215,883
311
$206M 0.06%
909,392
+48,552
312
$206M 0.06%
6,477,775
+427,206
313
$204M 0.06%
6,661,981
+538,229
314
$203M 0.06%
1,711,169
+68,584
315
$203M 0.06%
3,005,823
-582,315
316
$203M 0.06%
2,200,729
+309,051
317
$202M 0.06%
3,589,689
+1,656,309
318
$201M 0.06%
2,403,366
+276,593
319
$201M 0.06%
3,005,646
+325,562
320
$199M 0.06%
2,310,867
+134,187
321
$199M 0.06%
4,907,418
-560,401
322
$198M 0.06%
5,808,208
+2,742,560
323
$197M 0.06%
6,370,280
+315,990
324
$197M 0.06%
5,228,172
+27,941
325
$196M 0.06%
4,596,534
+913,358