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
3301
$189K ﹤0.01%
137,397
-123,802
3302
$188K ﹤0.01%
710
-28
3303
$188K ﹤0.01%
18,023
-63,513
3304
$188K ﹤0.01%
6,907
-14,472
3305
$186K ﹤0.01%
15,116
+12,520
3306
$186K ﹤0.01%
1,650
-1,498
3307
$186K ﹤0.01%
15,467
-25,190
3308
$185K ﹤0.01%
3,794
-3,984
3309
$184K ﹤0.01%
10,518
-36,254
3310
$184K ﹤0.01%
3,700
-89,234
3311
$184K ﹤0.01%
7,075
+2,855
3312
$184K ﹤0.01%
7,559
-15,245
3313
$183K ﹤0.01%
64,911
-143,671
3314
$182K ﹤0.01%
5,129
-5,568
3315
$181K ﹤0.01%
5,829
+709
3316
$180K ﹤0.01%
2,428
-216
3317
$180K ﹤0.01%
19,929
-5,553
3318
$180K ﹤0.01%
10,494
-18,178
3319
$180K ﹤0.01%
4,042
-15,335
3320
$180K ﹤0.01%
9,294
3321
$179K ﹤0.01%
645
-900
3322
$179K ﹤0.01%
52,087
-3,194
3323
$178K ﹤0.01%
+1,495
3324
$178K ﹤0.01%
22,269
-22,698
3325
$177K ﹤0.01%
71,266
-80,659