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
3226
$375K ﹤0.01%
+14,335
3227
$375K ﹤0.01%
17,900
3228
$370K ﹤0.01%
+1,167
3229
$370K ﹤0.01%
9,743
+1,639
3230
$369K ﹤0.01%
14,761
+3,909
3231
$369K ﹤0.01%
24,090
+10,000
3232
$367K ﹤0.01%
16,288
+897
3233
$367K ﹤0.01%
86,905
-51,231
3234
$366K ﹤0.01%
12,402
3235
$364K ﹤0.01%
13,851
-2,328
3236
$363K ﹤0.01%
6,444
+1,203
3237
$363K ﹤0.01%
19,773
-13,085
3238
$360K ﹤0.01%
11,232
-2,642
3239
$359K ﹤0.01%
21,360
+839
3240
$357K ﹤0.01%
+14,021
3241
$356K ﹤0.01%
1,596
-615
3242
$355K ﹤0.01%
+20,000
3243
$353K ﹤0.01%
6,453
3244
$353K ﹤0.01%
10,334
+3,482
3245
$353K ﹤0.01%
+23,563
3246
$353K ﹤0.01%
501
+205
3247
$352K ﹤0.01%
+25,143
3248
$351K ﹤0.01%
22,007
-707
3249
$351K ﹤0.01%
70,656
-158,660
3250
$350K ﹤0.01%
+19,138