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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
1651
$7.55M ﹤0.01%
512,311
+472,911
1652
$7.55M ﹤0.01%
452,179
-9,875
1653
$7.53M ﹤0.01%
304,364
+148,774
1654
$7.52M ﹤0.01%
4,422,201
-2,733,998
1655
$7.48M ﹤0.01%
404,164
+176,390
1656
$7.47M ﹤0.01%
7,117,407
-2,897,909
1657
$7.46M ﹤0.01%
218,913
+5,411
1658
$7.45M ﹤0.01%
307,770
-16,123
1659
$7.44M ﹤0.01%
329,149
+176,082
1660
$7.42M ﹤0.01%
134,156
-17,074
1661
$7.38M ﹤0.01%
578,500
+319,462
1662
$7.38M ﹤0.01%
234,613
+2,898
1663
$7.38M ﹤0.01%
174,459
-110,996
1664
$7.33M ﹤0.01%
+223,918
1665
$7.26M ﹤0.01%
352,400
+2,025
1666
$7.26M ﹤0.01%
232,521
+124,033
1667
$7.25M ﹤0.01%
25,714
+12,782
1668
$7.23M ﹤0.01%
201,019
-12,528
1669
$7.22M ﹤0.01%
182,829
-34,994
1670
$7.21M ﹤0.01%
130,048
+88,184
1671
$7.19M ﹤0.01%
429,936
-367,314
1672
$7.18M ﹤0.01%
437,293
+413,465
1673
$7.16M ﹤0.01%
521,389
+398,915
1674
$7.16M ﹤0.01%
565,797
+46,519
1675
$7.15M ﹤0.01%
144,096
-41,185