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
$325B
AUM Growth
+$26.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,124
New
Increased
Reduced
Closed

Top Buys

1 +$934M
2 +$906M
3 +$478M
4
BMY icon
Bristol-Myers Squibb
BMY
+$430M
5
FCX icon
Freeport-McMoran
FCX
+$423M

Top Sells

1 +$789M
2 +$725M
3 +$709M
4
SLB icon
SLB Ltd
SLB
+$432M
5
NWS
THE NEWS CORPORATION LTD CL-B
NWS
+$346M

Sector Composition

1 Financials 13.09%
2 Healthcare 10.47%
3 Technology 10.36%
4 Industrials 9.51%
5 Consumer Discretionary 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1001
$29.8M 0.01%
548,774
+206,959
1002
$29.8M 0.01%
2,466
-3,959
1003
$29.7M 0.01%
773,332
+335,923
1004
$29.6M 0.01%
513,848
+42,533
1005
$29.6M 0.01%
222,737
-3,910
1006
$29.2M 0.01%
370,793
+292,044
1007
$29.2M 0.01%
1,736,925
-459,257
1008
$29.2M 0.01%
862,999
+752,824
1009
$29.1M 0.01%
642,968
-6,190
1010
$29.1M 0.01%
1,097,966
+613,954
1011
$29M 0.01%
2,570,819
-24,982
1012
$28.9M 0.01%
1,501,417
+329,487
1013
$28.9M 0.01%
53,424
-240
1014
$28.9M 0.01%
285,312
-22,023
1015
$28.8M 0.01%
35,923
+3,992
1016
$28.8M 0.01%
5,966,354
+110,748
1017
$28.8M 0.01%
871,267
-40,269
1018
$28.8M 0.01%
398,822
-418,202
1019
$28.7M 0.01%
128,540
+26,279
1020
$28.6M 0.01%
368,592
-87,884
1021
$28.4M 0.01%
850,747
+27,335
1022
$28.4M 0.01%
308,545
+157,999
1023
$28.4M 0.01%
1,080,405
+599,507
1024
$28.3M 0.01%
725,954
+103,838
1025
$28.3M 0.01%
1,685,780
+204,220