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
2301
$2.51M ﹤0.01%
190,065
-93,148
2302
$2.51M ﹤0.01%
103,444
-23,197
2303
$2.5M ﹤0.01%
43,358
-1,065
2304
$2.5M ﹤0.01%
31,453
+453
2305
$2.49M ﹤0.01%
26,787
+4,831
2306
$2.49M ﹤0.01%
94,135
-593
2307
$2.48M ﹤0.01%
387,008
-13,670
2308
$2.48M ﹤0.01%
66,085
-10,461
2309
$2.48M ﹤0.01%
65,402
-1,074
2310
$2.48M ﹤0.01%
851,009
+222,171
2311
$2.47M ﹤0.01%
31,743
-11,033
2312
$2.46M ﹤0.01%
65,486
-2,341
2313
$2.45M ﹤0.01%
65,664
-120,826
2314
$2.44M ﹤0.01%
27,303
-13,655
2315
$2.44M ﹤0.01%
35,800
+8,750
2316
$2.44M ﹤0.01%
412,760
+218,721
2317
$2.44M ﹤0.01%
47,334
+14,543
2318
$2.44M ﹤0.01%
61,739
+28,343
2319
$2.43M ﹤0.01%
93,316
+21,016
2320
$2.42M ﹤0.01%
101,848
+26,581
2321
$2.42M ﹤0.01%
187,214
+6,278
2322
$2.41M ﹤0.01%
475,806
-32,993
2323
$2.41M ﹤0.01%
37,457
-164
2324
$2.41M ﹤0.01%
139,263
+69,761
2325
$2.41M ﹤0.01%
97,701
+42,247