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
4126
$2K ﹤0.01%
35
4127
$2K ﹤0.01%
+40
4128
$2K ﹤0.01%
45
-11,675
4129
$2K ﹤0.01%
886
-143,969
4130
$2K ﹤0.01%
+100
4131
0
4132
$2K ﹤0.01%
794
4133
$2K ﹤0.01%
116
+5
4134
$2K ﹤0.01%
+100
4135
$2K ﹤0.01%
51
-13,557
4136
$2K ﹤0.01%
644
+126
4137
$2K ﹤0.01%
3
4138
$2K ﹤0.01%
+97
4139
$2K ﹤0.01%
570
4140
$2K ﹤0.01%
314
-1,857
4141
$2K ﹤0.01%
+18
4142
$2K ﹤0.01%
225
4143
$2K ﹤0.01%
47
-3,025
4144
$2K ﹤0.01%
40
-649,960
4145
$2K ﹤0.01%
55
-78
4146
$2K ﹤0.01%
31
-19
4147
$2K ﹤0.01%
353
4148
$2K ﹤0.01%
+160
4149
$2K ﹤0.01%
34
-264
4150
$2K ﹤0.01%
37
-13,509