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
1251
$18.5M 0.01%
918,623
-38,235
1252
$18.4M 0.01%
1,040,701
+90,478
1253
$18.4M 0.01%
626,620
+25,208
1254
$18.4M 0.01%
2,872,419
+606,207
1255
$18.4M 0.01%
1,214,444
-360,306
1256
$18.4M 0.01%
204,807
+6,436
1257
$18.3M 0.01%
614,619
-149,504
1258
$18.3M 0.01%
1,415,650
+1,087,809
1259
$18.3M 0.01%
2,239,645
+309,667
1260
$18.3M 0.01%
377,751
+22,242
1261
$18.2M 0.01%
469,148
+49,289
1262
$18M 0.01%
2,925,669
-88,063
1263
$18M 0.01%
565,634
+482,393
1264
$18M 0.01%
4,381
-434
1265
$17.9M 0.01%
766,984
+511,736
1266
$17.9M 0.01%
216,658
+67,162
1267
$17.9M 0.01%
3,491,886
+627,282
1268
$17.9M 0.01%
2,251,114
+173,258
1269
$17.8M 0.01%
495,512
+218,489
1270
$17.8M 0.01%
2,686,120
+362,555
1271
$17.8M 0.01%
81,066
-3,251
1272
$17.8M 0.01%
784,864
-38,827
1273
$17.8M 0.01%
107,914
-6,108
1274
$17.7M 0.01%
296,333
+33,775
1275
$17.7M 0.01%
693,187
+291,855