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
1051
$26.5M 0.01%
585,655
+176,281
1052
$26.4M 0.01%
391,784
-296,856
1053
$26.2M 0.01%
659,649
+99,848
1054
$26.1M 0.01%
1,632,078
+347,198
1055
$26.1M 0.01%
239,367
+10,699
1056
$26.1M 0.01%
681,278
+622,450
1057
$26.1M 0.01%
612,909
+175,047
1058
$26.1M 0.01%
579,238
+21,443
1059
$26M 0.01%
363,480
-48,102
1060
$26M 0.01%
850,397
+314,832
1061
$26M 0.01%
1,058,282
-302,603
1062
$25.9M 0.01%
633,593
+270,157
1063
$25.9M 0.01%
426,678
-14,095
1064
$25.8M 0.01%
2,483,877
+2,150,946
1065
$25.7M 0.01%
580,673
-21,172
1066
$25.6M 0.01%
3,735,505
+3,199,316
1067
$25.4M 0.01%
2,090,117
+1,732,962
1068
$25.4M 0.01%
1,202,438
+143,368
1069
$25.3M 0.01%
87,961
+67,011
1070
$25.2M 0.01%
2,944,200
-439,000
1071
$25.2M 0.01%
1,092,306
+26,157
1072
$25.2M 0.01%
1,293,936
-2,265
1073
$25.2M 0.01%
1,224,653
+121,213
1074
$25.1M 0.01%
721,563
-256,418
1075
$25M 0.01%
501,502
-49,928