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
1451
$12.7M ﹤0.01%
247,580
+16,910
1452
$12.6M ﹤0.01%
862,281
+8,508
1453
$12.6M ﹤0.01%
927,860
+495,853
1454
$12.6M ﹤0.01%
534,897
+20,381
1455
$12.6M ﹤0.01%
343,463
-91,228
1456
$12.5M ﹤0.01%
429,718
-180,648
1457
$12.5M ﹤0.01%
279,737
+88,244
1458
$12.5M ﹤0.01%
172,202
-705
1459
$12.5M ﹤0.01%
223,005
-135,727
1460
$12.4M ﹤0.01%
676,447
+13,025
1461
$12.4M ﹤0.01%
1,113,168
-350,079
1462
$12.4M ﹤0.01%
255,305
-1,774
1463
$12.3M ﹤0.01%
596,125
-199,699
1464
$12.3M ﹤0.01%
911,778
-160,069
1465
$12.3M ﹤0.01%
293,587
-248,074
1466
$12.3M ﹤0.01%
179,883
+20,575
1467
$12.3M ﹤0.01%
205,057
-44,480
1468
$12.3M ﹤0.01%
534,378
+474,616
1469
$12.3M ﹤0.01%
756,128
+420,826
1470
$12.3M ﹤0.01%
854,204
-10,138,511
1471
$12.3M ﹤0.01%
648,684
+120,035
1472
$12.3M ﹤0.01%
654,006
+35,627
1473
$12.2M ﹤0.01%
187,596
+58,805
1474
$12.2M ﹤0.01%
657,082
+271,649
1475
$12.2M ﹤0.01%
225,586
+10,658