JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,737
New
Increased
Reduced
Closed

Top Sells

1 +$1.54B
2 +$903M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$775M
5
FCX icon
Freeport-McMoran
FCX
+$543M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.74%
4 Industrials 8.74%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3301
-37,080
3302
-40,393
3303
-54,660
3304
-11,505
3305
-9,880
3306
-26,982
3307
-298,702
3308
-26,909
3309
-12,536
3310
-7,912
3311
-10,233
3312
-5,234
3313
-17,894
3314
-68,849
3315
-36,336
3316
-99,200
3317
-93,482
3318
-152,375
3319
-15,350
3320
-22,360
3321
-19,509
3322
-22,316
3323
-301,800
3324
-39,508
3325
-76,023