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
1226
$19.3M 0.01%
995,265
+77,133
1227
$19.3M 0.01%
864,512
+184,913
1228
$19.2M 0.01%
300,692
+31,105
1229
$19.2M 0.01%
54,621
-3,845
1230
$19.2M 0.01%
951,502
+69,286
1231
$19.1M 0.01%
1,061,874
+497,802
1232
$19.1M 0.01%
1,213,032
-159,947
1233
$19.1M 0.01%
445,829
+344,577
1234
$19M 0.01%
2,234,805
-323,072
1235
$19M 0.01%
373,292
-131,346
1236
$19M 0.01%
438,784
+781
1237
$19M 0.01%
1,140,828
+25,122
1238
$19M 0.01%
1,080,545
+669,584
1239
$18.9M 0.01%
258,379
+23,398
1240
$18.9M 0.01%
1,024,918
+34,885
1241
$18.9M 0.01%
+1,538,133
1242
$18.9M 0.01%
1,571,068
+374,399
1243
$18.8M 0.01%
2,493,895
-598,855
1244
$18.8M 0.01%
938,530
-64,391
1245
$18.8M 0.01%
1,929,837
+39,335
1246
$18.6M 0.01%
281,153
-6,073
1247
$18.6M 0.01%
900,843
+182,038
1248
$18.5M 0.01%
219,223
+129,956
1249
$18.5M 0.01%
371,310
+15,644
1250
$18.5M 0.01%
2,646,736
-5,396