JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.49%
 

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
+26.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,717
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.82B
3 +$779M
4
GILD icon
Gilead Sciences
GILD
+$774M
5
LLY icon
Eli Lilly
LLY
+$590M

Top Sells

1 +$1.06B
2 +$890M
3 +$779M
4
SLB icon
SLB Ltd
SLB
+$600M
5
CVX icon
Chevron
CVX
+$573M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.44%
4 Consumer Discretionary 8.72%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1026
$30.1M 0.01%
679,862
+1,493
1027
$30.1M 0.01%
577,676
+12,200
1028
$30M 0.01%
1,258,044
+217,810
1029
$30M 0.01%
401,363
+194,643
1030
$30M 0.01%
+585,817
1031
$29.9M 0.01%
1,066,730
-190,853
1032
$29.8M 0.01%
570,748
-1,854
1033
$29.8M 0.01%
368,400
-220,466
1034
$29.8M 0.01%
478,809
-52,049
1035
$29.8M 0.01%
1,301,656
-508,188
1036
$29.6M 0.01%
531,167
-40,549
1037
$29.6M 0.01%
718,556
+2,885
1038
$29.6M 0.01%
1,390,393
-278,344
1039
$29.6M 0.01%
314,102
+170,473
1040
$29.4M 0.01%
747,382
+94,424
1041
$29.4M 0.01%
93,422
+18,416
1042
$29.4M 0.01%
794,367
+93,939
1043
$29.4M 0.01%
775,403
-34,995
1044
$29.4M 0.01%
727,638
+141,607
1045
$29.3M 0.01%
2,569,167
+57,285
1046
$29.2M 0.01%
845,021
+332,466
1047
$29.2M 0.01%
1,796,355
+243,969
1048
$29.2M 0.01%
787,131
+60,311
1049
$29M 0.01%
505,101
-5,270
1050
$29M 0.01%
549,656
+83,223