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
1876
$5.36M ﹤0.01%
191,997
+36,528
1877
$5.34M ﹤0.01%
354,412
+11,238
1878
$5.31M ﹤0.01%
391,003
+232,939
1879
$5.3M ﹤0.01%
190,636
+85,568
1880
$5.29M ﹤0.01%
343,648
-34,792
1881
$5.29M ﹤0.01%
317,191
+295,122
1882
$5.27M ﹤0.01%
539,649
-227,767
1883
$5.27M ﹤0.01%
183,867
+10,129
1884
$5.27M ﹤0.01%
93,658
+589
1885
$5.26M ﹤0.01%
1,034,105
+845,469
1886
$5.25M ﹤0.01%
115,996
+7,411
1887
$5.24M ﹤0.01%
161,940
+47,846
1888
$5.23M ﹤0.01%
92,420
+45,190
1889
$5.22M ﹤0.01%
238,127
-107,017
1890
$5.21M ﹤0.01%
235,267
+161,430
1891
$5.2M ﹤0.01%
164,972
+2,582
1892
$5.17M ﹤0.01%
209,300
-49,362
1893
$5.17M ﹤0.01%
59,054
-12,007
1894
$5.15M ﹤0.01%
131,112
-29,098
1895
$5.14M ﹤0.01%
160,749
+38,228
1896
$5.12M ﹤0.01%
50,489
-10,098
1897
$5.12M ﹤0.01%
176,501
-21,289
1898
$5.11M ﹤0.01%
77,125
-27,836
1899
$5.1M ﹤0.01%
197,888
-37,369
1900
$5.1M ﹤0.01%
370,497
+50,367