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
1151
$22.6M 0.01%
322,675
-1,057,394
1152
$22.5M 0.01%
692,157
-31,632
1153
$22.5M 0.01%
336,004
+269,203
1154
$22.4M 0.01%
371,310
-5,581
1155
$22.2M 0.01%
520,927
-32,509
1156
$22.2M 0.01%
664,975
-1,513,047
1157
$22.1M 0.01%
289,127
+139,881
1158
$22.1M 0.01%
744,575
+249,370
1159
$22.1M 0.01%
887,797
-43,636
1160
$22M 0.01%
853,388
-239,119
1161
$21.9M 0.01%
370,592
+23,745
1162
$21.9M 0.01%
348,938
-13,509
1163
$21.9M 0.01%
1,736,453
+1,340,390
1164
$21.8M 0.01%
637,971
+612,699
1165
$21.8M 0.01%
1,188,639
-1,306,854
1166
$21.8M 0.01%
450,351
+43,174
1167
$21.7M 0.01%
787,388
-256,605
1168
$21.6M 0.01%
1,336,603
+84,681
1169
$21.6M 0.01%
1,486,460
+408,262
1170
$21.6M 0.01%
1,371,580
+628,903
1171
$21.5M 0.01%
2,506,966
+159,193
1172
$21.4M 0.01%
334,265
-35,029
1173
$21.3M 0.01%
2,757
+145
1174
$21.3M 0.01%
875,851
-37,814
1175
$21.3M 0.01%
1,156,929
-100,757