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
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$963M
2 +$757M
3 +$728M
4
PM icon
Philip Morris
PM
+$691M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$652M

Top Sells

1 +$2.24B
2 +$732M
3 +$673M
4
GILD icon
Gilead Sciences
GILD
+$587M
5
MET icon
MetLife
MET
+$579M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1826
$6.66M ﹤0.01%
101,629
+21,083
1827
$6.64M ﹤0.01%
525,233
+49,252
1828
$6.64M ﹤0.01%
130,571
-45,212
1829
$6.62M ﹤0.01%
422,861
-41,654
1830
$6.61M ﹤0.01%
614,259
+189,404
1831
$6.58M ﹤0.01%
386,207
-42,458
1832
$6.58M ﹤0.01%
+162,948
1833
$6.58M ﹤0.01%
257,954
-15,680
1834
$6.57M ﹤0.01%
2,051,999
-367,974
1835
$6.55M ﹤0.01%
130,375
-13,914
1836
$6.55M ﹤0.01%
134,349
-5,834
1837
$6.52M ﹤0.01%
380,944
-11,782
1838
$6.5M ﹤0.01%
195,751
+16,715
1839
$6.5M ﹤0.01%
104,744
-8,569
1840
$6.49M ﹤0.01%
183,908
-12,592
1841
$6.47M ﹤0.01%
66,691
+5,754
1842
$6.46M ﹤0.01%
303,002
+13,006
1843
$6.44M ﹤0.01%
634,676
+118,352
1844
$6.4M ﹤0.01%
+381,527
1845
$6.4M ﹤0.01%
239,609
-27,802
1846
$6.39M ﹤0.01%
1,031,989
-26,201
1847
$6.38M ﹤0.01%
273,248
-23,716
1848
$6.38M ﹤0.01%
5,417
-6,801
1849
$6.38M ﹤0.01%
9,631
-570
1850
$6.37M ﹤0.01%
95,107
-175