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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$883M
2 +$735M
3 +$722M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$648M
5
PM icon
Philip Morris
PM
+$632M

Top Sells

1 +$2.21B
2 +$689M
3 +$633M
4
GILD icon
Gilead Sciences
GILD
+$608M
5
MET icon
MetLife
MET
+$587M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3651
$64K ﹤0.01%
3,125
+755
3652
$64K ﹤0.01%
7,343
-38,006
3653
$63K ﹤0.01%
886
-133
3654
$63K ﹤0.01%
1,838
+1,650
3655
$63K ﹤0.01%
+2,374
3656
$63K ﹤0.01%
6,423
-38,089
3657
$62K ﹤0.01%
36,719
-46,597
3658
$62K ﹤0.01%
1,592
-3,941
3659
$62K ﹤0.01%
5,090
-605
3660
$61K ﹤0.01%
7,347
+1,747
3661
$61K ﹤0.01%
4,400
3662
$61K ﹤0.01%
5,857
-7,447
3663
$61K ﹤0.01%
11,746
+10,426
3664
$61K ﹤0.01%
+294
3665
$61K ﹤0.01%
3,435
-7,344
3666
$61K ﹤0.01%
2,005
+94
3667
$61K ﹤0.01%
5,204
-2,544
3668
$61K ﹤0.01%
1,093
+240
3669
$61K ﹤0.01%
+4,737
3670
$60K ﹤0.01%
11,229
-8,213
3671
$60K ﹤0.01%
22,071
-29,602
3672
$60K ﹤0.01%
5,967
-12,626
3673
$60K ﹤0.01%
3,034
-2,752
3674
$60K ﹤0.01%
3,183
-2,594
3675
$60K ﹤0.01%
36,629
-12,044