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
2101
$4M ﹤0.01%
107,972
-174,277
2102
$3.99M ﹤0.01%
48,573
-33,104
2103
$3.98M ﹤0.01%
277,556
-26,654
2104
$3.97M ﹤0.01%
91,862
-20,232
2105
$3.97M ﹤0.01%
213,788
-38,563
2106
$3.96M ﹤0.01%
36,314
+1,462
2107
$3.95M ﹤0.01%
64,400
-1,408,228
2108
$3.94M ﹤0.01%
164,633
+68,633
2109
$3.92M ﹤0.01%
61,942
-4,619
2110
$3.9M ﹤0.01%
115,997
+93,071
2111
$3.87M ﹤0.01%
75,021
-791
2112
$3.87M ﹤0.01%
171,375
-297,776
2113
$3.85M ﹤0.01%
+138,738
2114
$3.81M ﹤0.01%
104,753
-27,531
2115
$3.81M ﹤0.01%
80,204
-5,509
2116
$3.81M ﹤0.01%
118,984
+22,954
2117
$3.77M ﹤0.01%
77,166
-38,169
2118
$3.77M ﹤0.01%
154,571
-85,773
2119
$3.76M ﹤0.01%
29,737
-4,191
2120
$3.75M ﹤0.01%
75,033
+56,462
2121
$3.73M ﹤0.01%
112,691
+28,922
2122
$3.72M ﹤0.01%
16,898
-50,679
2123
$3.72M ﹤0.01%
72,751
-19,573
2124
$3.7M ﹤0.01%
106,014
-2,096
2125
$3.69M ﹤0.01%
131,384
-65,657