JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 24.92%
 

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
+24.92%
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 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3951
$13K ﹤0.01%
1,495
+159
3952
$13K ﹤0.01%
1,500
3953
$13K ﹤0.01%
585
+66
3954
$13K ﹤0.01%
161
-10,981
3955
$13K ﹤0.01%
+1,606
3956
$12K ﹤0.01%
+1,136
3957
$12K ﹤0.01%
+152
3958
$12K ﹤0.01%
2,579
+283
3959
$12K ﹤0.01%
+705
3960
$12K ﹤0.01%
+1,685
3961
$12K ﹤0.01%
1,775
+215
3962
$12K ﹤0.01%
+659
3963
$12K ﹤0.01%
7,012
+12
3964
$12K ﹤0.01%
300
3965
$12K ﹤0.01%
1,176
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3966
$12K ﹤0.01%
+1,300
3967
$12K ﹤0.01%
369
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3968
$12K ﹤0.01%
645
-1,945
3969
$12K ﹤0.01%
941
3970
$12K ﹤0.01%
971
-15,798
3971
$12K ﹤0.01%
183
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3972
$11K ﹤0.01%
+529
3973
$11K ﹤0.01%
600
-18,507
3974
$11K ﹤0.01%
450
3975
$11K ﹤0.01%
1,419
-3,733