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
1951
$5.16M ﹤0.01%
95,225
-8,378
1952
$5.16M ﹤0.01%
420,904
+116,094
1953
$5.14M ﹤0.01%
366,748
-184,706
1954
$5.14M ﹤0.01%
142,526
-54,760
1955
$5.14M ﹤0.01%
362,284
-50,357
1956
$5.14M ﹤0.01%
1,488,753
+223,502
1957
$5.13M ﹤0.01%
128,483
+4,293
1958
$5.12M ﹤0.01%
325,400
1959
$5.11M ﹤0.01%
105,456
+31,637
1960
$5.08M ﹤0.01%
214,043
+73,609
1961
$5.08M ﹤0.01%
260,525
-264,675
1962
$5.06M ﹤0.01%
83,753
-112
1963
$5.05M ﹤0.01%
49,514
+31,557
1964
$5.03M ﹤0.01%
90,153
-1,427
1965
$5.02M ﹤0.01%
185,976
-3,946
1966
$5.01M ﹤0.01%
71,475
+17,665
1967
$5.01M ﹤0.01%
108,744
-18,724
1968
$4.99M ﹤0.01%
224,675
+223,136
1969
$4.99M ﹤0.01%
94,907
-243,857
1970
$4.98M ﹤0.01%
460,257
+7,246
1971
$4.97M ﹤0.01%
96,507
+1,670
1972
$4.96M ﹤0.01%
91,170
-177,721
1973
$4.95M ﹤0.01%
87,671
+9,057
1974
$4.95M ﹤0.01%
216,258
-30,691
1975
$4.94M ﹤0.01%
277,616
+246,435