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
1326
$15.4M ﹤0.01%
313,650
+276,982
1327
$15.4M ﹤0.01%
4,296,870
-298,098
1328
$15.4M ﹤0.01%
385,140
+36,346
1329
$15.4M ﹤0.01%
940,645
+36,605
1330
$15.4M ﹤0.01%
475,030
-22,064
1331
$15.4M ﹤0.01%
274,090
+51,184
1332
$15.4M ﹤0.01%
532,789
+22,908
1333
$15.3M ﹤0.01%
1,259,199
+233,929
1334
$15.3M ﹤0.01%
177,059
+14,281
1335
$15.3M ﹤0.01%
1,071,411
+299,870
1336
$15.3M ﹤0.01%
146,099
-17,408
1337
$15.2M ﹤0.01%
690,463
+54,662
1338
$15.2M ﹤0.01%
2,151,961
+110,588
1339
$15.2M ﹤0.01%
1,560,117
-44,459
1340
$15.2M ﹤0.01%
1,405,470
+1,130,399
1341
$15.2M ﹤0.01%
1,251,399
-213,447
1342
$15.2M ﹤0.01%
569,665
+378,364
1343
$15.2M ﹤0.01%
1,257,806
+11,298
1344
$15.1M ﹤0.01%
634,360
+45,188
1345
$15.1M ﹤0.01%
507,117
-3,014
1346
$15M ﹤0.01%
260,496
-42,543
1347
$15M ﹤0.01%
300,245
-15,235
1348
$15M ﹤0.01%
128,903
+12,633
1349
$14.9M ﹤0.01%
853,524
-296,331
1350
$14.9M ﹤0.01%
438,583
+44,500