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
2251
$2.75M ﹤0.01%
89,224
-1,534
2252
$2.74M ﹤0.01%
524,427
+468,867
2253
$2.74M ﹤0.01%
64,130
-85,654
2254
$2.74M ﹤0.01%
179,956
+106,534
2255
$2.73M ﹤0.01%
575,696
+386,900
2256
$2.73M ﹤0.01%
145,340
-40,273
2257
$2.73M ﹤0.01%
198,809
+11,591
2258
$2.72M ﹤0.01%
46,303
+14,643
2259
$2.72M ﹤0.01%
185,626
-11,226
2260
$2.71M ﹤0.01%
176,015
+24,354
2261
$2.69M ﹤0.01%
71,194
-1,965
2262
$2.69M ﹤0.01%
134,437
+20,149
2263
$2.68M ﹤0.01%
116,569
-57,837
2264
$2.68M ﹤0.01%
108,150
+79,286
2265
$2.67M ﹤0.01%
136,274
-30,688
2266
$2.67M ﹤0.01%
42,858
-313
2267
$2.67M ﹤0.01%
1,300,154
-89,086
2268
$2.66M ﹤0.01%
41,756
-24,348
2269
$2.66M ﹤0.01%
106,098
+11,646
2270
$2.65M ﹤0.01%
119,534
-2,091
2271
$2.65M ﹤0.01%
98,949
+16,663
2272
$2.65M ﹤0.01%
58,181
+1,942
2273
$2.65M ﹤0.01%
94,738
+11,453
2274
$2.65M ﹤0.01%
162,766
+6,474
2275
$2.64M ﹤0.01%
176,390
+25,782