We are live on ! Find out more
JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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
3376
-50,743
3377
-301,800
3378
-495,762
3379
-133,809
3380
-22,518
3381
0
3382
0
3383
0
3384
-87,335
3385
-4,301
3386
-1,963
3387
-74,204
3388
-3,533
3389
-3,982
3390
0
3391
-36,520
3392
-9,882
3393
-19,259
3394
-133,560
3395
-122,566
3396
-14,000
3397
-17,438
3398
-37,195
3399
-14,957
3400
0