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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
$488B
AUM Growth
+$22.5B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,082
New
Increased
Reduced
Closed

Top Buys

1 +$1.04B
2 +$964M
3 +$909M
4
TXN icon
Texas Instruments
TXN
+$800M
5
JNJ icon
Johnson & Johnson
JNJ
+$783M

Top Sells

1 +$1.43B
2 +$1.21B
3 +$987M
4
MSFT icon
Microsoft
MSFT
+$980M
5
CELG
Celgene Corp
CELG
+$929M

Sector Composition

1 Technology 14.22%
2 Financials 13.12%
3 Healthcare 10.39%
4 Consumer Discretionary 9.46%
5 Industrials 7.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4751
-31,574
4752
-90,511
4753
-16,300
4754
-9,056
4755
0
4756
-423
4757
0
4758
-1,773
4759
0
4760
$0 ﹤0.01%
39
-100
4761
-531
4762
-283
4763
-759
4764
-134,728
4765
$0 ﹤0.01%
7
+2
4766
$0 ﹤0.01%
22
-28,458
4767
$0 ﹤0.01%
463
4768
-253
4769
-9,760
4770
$0 ﹤0.01%
45
4771
-6,068
4772
-563,198
4773
-96
4774
-6,937
4775
-4,130