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
3301
$311K ﹤0.01%
51,692
+22,299
3302
$311K ﹤0.01%
9,210
-16,979
3303
$311K ﹤0.01%
30,021
+14,058
3304
$310K ﹤0.01%
23,245
-10,400
3305
$310K ﹤0.01%
+15,292
3306
$309K ﹤0.01%
10,116
-7,087
3307
$309K ﹤0.01%
73,924
+32,051
3308
$306K ﹤0.01%
76,898
+55,177
3309
$305K ﹤0.01%
+9,044
3310
$304K ﹤0.01%
52,767
+42,160
3311
$304K ﹤0.01%
+74,832
3312
$302K ﹤0.01%
1,872
-4,423
3313
$300K ﹤0.01%
1,000
-1,227
3314
$300K ﹤0.01%
21,021
3315
$299K ﹤0.01%
36,587
+4,958
3316
$298K ﹤0.01%
+22,113
3317
$297K ﹤0.01%
24,000
3318
$296K ﹤0.01%
16,444
3319
$296K ﹤0.01%
24,476
+9,656
3320
$295K ﹤0.01%
+15,513
3321
$293K ﹤0.01%
+8,334
3322
$292K ﹤0.01%
+14,901
3323
$289K ﹤0.01%
+3,971
3324
$285K ﹤0.01%
2,309
-251
3325
$285K ﹤0.01%
1,182
-774