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
3451
-24,737
3452
-13,890
3453
-20
3454
-9,221
3455
-1,379
3456
-23,306
3457
-578
3458
-8,890
3459
-7,800
3460
0
3461
-24,768
3462
-20,991
3463
-12,607
3464
-300,000
3465
-49,014
3466
-370,716
3467
-17,916
3468
-9,141
3469
-18,100
3470
-97,938
3471
-2,662,218
3472
-15,964
3473
-149,972
3474
-17,363
3475
-92,336