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
1376
$14.2M ﹤0.01%
315,152
+197
1377
$14.2M ﹤0.01%
598,532
+195,166
1378
$14.2M ﹤0.01%
497,357
+400,770
1379
$14.2M ﹤0.01%
714,106
+319,603
1380
$14.2M ﹤0.01%
275,845
+101,015
1381
$14.2M ﹤0.01%
857,954
+30,300
1382
$14.2M ﹤0.01%
1,194,252
+15,225
1383
$14.1M ﹤0.01%
180,484
+27,893
1384
$14.1M ﹤0.01%
6,198,464
+1,265,995
1385
$14.1M ﹤0.01%
235,695
-233,317
1386
$14M ﹤0.01%
1,109,486
+1,050,632
1387
$14M ﹤0.01%
408,727
-84,125
1388
$14M ﹤0.01%
623,553
+31,836
1389
$14M ﹤0.01%
322,414
-55,119
1390
$13.9M ﹤0.01%
253,441
-440,002
1391
$13.9M ﹤0.01%
878,765
+285,119
1392
$13.9M ﹤0.01%
435,717
+29,591
1393
$13.9M ﹤0.01%
584,735
-370,067
1394
$13.9M ﹤0.01%
453,628
+16,363
1395
$13.9M ﹤0.01%
553,112
-36,363
1396
$13.8M ﹤0.01%
343,078
+74,198
1397
$13.8M ﹤0.01%
210,913
-127,875
1398
$13.8M ﹤0.01%
619,455
+321,722
1399
$13.8M ﹤0.01%
293,843
-29,538
1400
$13.7M ﹤0.01%
1,417,669
-388,968