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
1576
$9.83M ﹤0.01%
762,685
-35,058
1577
$9.79M ﹤0.01%
253,884
+6,930
1578
$9.78M ﹤0.01%
393,980
+122,488
1579
$9.78M ﹤0.01%
90,042
-93,676
1580
$9.78M ﹤0.01%
226,626
-39,224
1581
$9.77M ﹤0.01%
195,899
+49,252
1582
$9.76M ﹤0.01%
1,340,815
+687,356
1583
$9.74M ﹤0.01%
310,148
-3,783
1584
$9.71M ﹤0.01%
+305,457
1585
$9.71M ﹤0.01%
145,804
+49,779
1586
$9.71M ﹤0.01%
455,579
+4,399
1587
$9.7M ﹤0.01%
290,886
+15,977
1588
$9.69M ﹤0.01%
262,530
+17,440
1589
$9.67M ﹤0.01%
325,272
+85,524
1590
$9.62M ﹤0.01%
292,530
+10,364
1591
$9.54M ﹤0.01%
398,290
+78,794
1592
$9.53M ﹤0.01%
1,018,900
1593
$9.5M ﹤0.01%
127,313
-9,173
1594
$9.48M ﹤0.01%
525,570
-98,448
1595
$9.43M ﹤0.01%
2,055,294
+950,056
1596
$9.43M ﹤0.01%
441,368
+8,438
1597
$9.4M ﹤0.01%
342,880
+328,621
1598
$9.36M ﹤0.01%
851,680
-41,353
1599
$9.35M ﹤0.01%
232,725
+56,049
1600
$9.35M ﹤0.01%
415,781
-67,067