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
4351
-1,960
4352
-1,658,799
4353
-1,624,120
4354
-1,778,709
4355
0
4356
-1,690,632
4357
-147,400
4358
-2,204,997
4359
-147,180
4360
-154,964
4361
-229,736
4362
-1,879,607
4363
-1,575,662
4364
-586,638
4365
-113,066
4366
-863,304
4367
-4,402,398
4368
-11,888
4369
-353,850
4370
-81,717
4371
-1,982,745
4372
-107,316
4373
$0 ﹤0.01%
+100
4374
0
4375
-140