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
1976
$4.44M ﹤0.01%
207,421
+33,809
1977
$4.43M ﹤0.01%
84,069
-77,077
1978
$4.43M ﹤0.01%
1,001,990
+51,351
1979
$4.42M ﹤0.01%
70,885
+17,494
1980
$4.42M ﹤0.01%
184,770
-62,199
1981
$4.42M ﹤0.01%
103,694
+6,819
1982
$4.42M ﹤0.01%
77,169
+11,067
1983
$4.42M ﹤0.01%
100,795
-48,387
1984
$4.42M ﹤0.01%
190,039
-238,286
1985
$4.41M ﹤0.01%
95,797
-2,060
1986
$4.41M ﹤0.01%
159,985
+22,319
1987
$4.4M ﹤0.01%
287,807
+58,317
1988
$4.4M ﹤0.01%
+73,477
1989
$4.39M ﹤0.01%
67,811
+11,939
1990
$4.38M ﹤0.01%
91,653
+10,676
1991
$4.36M ﹤0.01%
558,277
+81,794
1992
$4.36M ﹤0.01%
135,754
+11,843
1993
$4.35M ﹤0.01%
71,028
-7,955
1994
$4.35M ﹤0.01%
36,409
-19,630
1995
$4.34M ﹤0.01%
87,786
-14,720
1996
$4.34M ﹤0.01%
423,830
+183,184
1997
$4.33M ﹤0.01%
180,844
-5,940
1998
$4.33M ﹤0.01%
1,268,807
+156,045
1999
$4.32M ﹤0.01%
131,195
+7,283
2000
$4.31M ﹤0.01%
71,815
+8,710