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
1626
$8.87M ﹤0.01%
77,695
-6,074
1627
$8.87M ﹤0.01%
1,337,794
-223,938
1628
$8.87M ﹤0.01%
179,218
-62,282
1629
$8.86M ﹤0.01%
125,296
-46,001
1630
$8.85M ﹤0.01%
565,850
+52,899
1631
$8.84M ﹤0.01%
703,519
+574,876
1632
$8.82M ﹤0.01%
30,157
+622
1633
$8.81M ﹤0.01%
1,030,990
+7,075
1634
$8.81M ﹤0.01%
801,640
+131,744
1635
$8.8M ﹤0.01%
504,392
+466,535
1636
$8.77M ﹤0.01%
1,019,201
+801,039
1637
$8.73M ﹤0.01%
318,906
+60,343
1638
$8.72M ﹤0.01%
933,620
-1,247,097
1639
$8.71M ﹤0.01%
1,093,437
+46,544
1640
$8.71M ﹤0.01%
159,871
+22,890
1641
$8.64M ﹤0.01%
306,257
+12,306
1642
$8.63M ﹤0.01%
1,327,746
-206,120
1643
$8.63M ﹤0.01%
388,745
+44,167
1644
$8.58M ﹤0.01%
336,643
-26,619
1645
$8.58M ﹤0.01%
1,439,314
-802,530
1646
$8.58M ﹤0.01%
397,006
+22,773
1647
$8.57M ﹤0.01%
288,153
-46
1648
$8.53M ﹤0.01%
198,478
+29,869
1649
$8.51M ﹤0.01%
450,000
-450,000
1650
$8.5M ﹤0.01%
790,709
+113,578