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
4326
-9,027
4327
-5,540
4328
$0 ﹤0.01%
17
4329
$0 ﹤0.01%
226
4330
-1,874
4331
-276,770
4332
-3,297
4333
-328
4334
-2,969,915
4335
-2,483,073
4336
-1,968
4337
-68,963
4338
-625,188
4339
-67,821
4340
-742,093
4341
-82,626
4342
-4,529,166
4343
-1,202,879
4344
-209,713
4345
-5,582
4346
-28,764
4347
-100,286
4348
-4,569,621
4349
-543,524
4350
-99,574