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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$355B
AUM Growth
-$48.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,674
New
Increased
Reduced
Closed

Top Buys

1 +$1.58B
2 +$1B
3 +$958M
4
LLY icon
Eli Lilly
LLY
+$776M
5
AGN
Allergan plc
AGN
+$751M

Top Sells

1 +$2.23B
2 +$1.98B
3 +$1.31B
4
MRK icon
Merck
MRK
+$837M
5
BFH icon
Bread Financial
BFH
+$630M

Sector Composition

1 Financials 15.72%
2 Healthcare 12.01%
3 Technology 11.46%
4 Consumer Discretionary 9.01%
5 Industrials 7.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1501
$10M ﹤0.01%
404,532
-23,496
1502
$9.99M ﹤0.01%
405,883
+240,223
1503
$9.99M ﹤0.01%
635,658
-1,300
1504
$9.96M ﹤0.01%
224,022
-122,271
1505
$9.95M ﹤0.01%
189,862
-48,520
1506
$9.91M ﹤0.01%
198,155
-14,025
1507
$9.91M ﹤0.01%
207,554
+8,350
1508
$9.81M ﹤0.01%
127,319
+20,760
1509
$9.77M ﹤0.01%
206,719
-3,642
1510
$9.75M ﹤0.01%
594,130
-21,044
1511
$9.71M ﹤0.01%
434,188
-76,786
1512
$9.65M ﹤0.01%
70,912
-35,007
1513
$9.65M ﹤0.01%
182,689
+32,878
1514
$9.64M ﹤0.01%
247,396
+13,288
1515
$9.64M ﹤0.01%
549,221
-178,200
1516
$9.64M ﹤0.01%
309,896
-18,110
1517
$9.63M ﹤0.01%
27,045
+4,625
1518
$9.62M ﹤0.01%
456,336
+165,568
1519
$9.61M ﹤0.01%
234,953
+55,533
1520
$9.61M ﹤0.01%
299,939
+170,675
1521
$9.61M ﹤0.01%
+691,386
1522
$9.55M ﹤0.01%
321,926
+64,951
1523
$9.54M ﹤0.01%
150,961
+40,598
1524
$9.53M ﹤0.01%
385,286
-134,121
1525
$9.53M ﹤0.01%
579,871
-109,697