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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
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,717
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.82B
3 +$779M
4
GILD icon
Gilead Sciences
GILD
+$774M
5
LLY icon
Eli Lilly
LLY
+$590M

Top Sells

1 +$1.06B
2 +$890M
3 +$779M
4
SLB icon
SLB Ltd
SLB
+$600M
5
CVX icon
Chevron
CVX
+$573M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.44%
4 Consumer Discretionary 8.72%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3401
-265,952
3402
-37,523
3403
-229,691
3404
-313,755
3405
$0 ﹤0.01%
15,000
3406
-25,358
3407
-10,900
3408
-43,987
3409
-256,159
3410
-59,692
3411
-4,114,592
3412
-49,642
3413
0
3414
0
3415
0
3416
-153,551
3417
-13,700
3418
-522,624
3419
-151,490
3420
-39,709
3421
-140,355
3422
0
3423
-4,221
3424
-45,025
3425
-8,086