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
$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
3901
$18K ﹤0.01%
135
3902
$18K ﹤0.01%
1,074
+818
3903
$18K ﹤0.01%
+554
3904
$18K ﹤0.01%
1,164
-16,424
3905
$18K ﹤0.01%
670
+77
3906
$18K ﹤0.01%
+4,805
3907
$17K ﹤0.01%
1,200
3908
$17K ﹤0.01%
+1,201
3909
$17K ﹤0.01%
1,293
-205
3910
$17K ﹤0.01%
959
-38,289
3911
$17K ﹤0.01%
1,533
-90,750
3912
0
3913
$17K ﹤0.01%
2,057
+1,303
3914
$17K ﹤0.01%
420
3915
$17K ﹤0.01%
+888
3916
$17K ﹤0.01%
+7,835
3917
$17K ﹤0.01%
125
3918
$16K ﹤0.01%
211
+3
3919
$16K ﹤0.01%
1,012
-26,412
3920
$16K ﹤0.01%
407
-456
3921
$16K ﹤0.01%
1,370
-1,202
3922
$16K ﹤0.01%
546
-41,891
3923
$16K ﹤0.01%
+1,000
3924
$16K ﹤0.01%
438
+353
3925
$16K ﹤0.01%
+592