JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$415B
AUM Growth
+$17.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,737
New
Increased
Reduced
Closed

Top Sells

1 +$1.54B
2 +$903M
3 +$865M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$775M
5
FCX icon
Freeport-McMoran
FCX
+$543M

Sector Composition

1 Financials 13.84%
2 Healthcare 11.36%
3 Technology 10.74%
4 Industrials 8.74%
5 Consumer Discretionary 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2301
$2.18M ﹤0.01%
126,418
-7,929
2302
$2.17M ﹤0.01%
27,566
-2,606
2303
$2.16M ﹤0.01%
104,575
2304
$2.16M ﹤0.01%
127,206
-60,960
2305
$2.14M ﹤0.01%
19,588
-1,511
2306
$2.13M ﹤0.01%
118,189
-11,736
2307
$2.13M ﹤0.01%
+223,631
2308
$2.13M ﹤0.01%
4,062
-11,284
2309
$2.12M ﹤0.01%
165,277
+15,576
2310
$2.12M ﹤0.01%
25,680
-14,252
2311
$2.12M ﹤0.01%
23,600
-7,800
2312
$2.12M ﹤0.01%
19,359
+1,383
2313
$2.12M ﹤0.01%
75,128
-589,574
2314
$2.11M ﹤0.01%
19,157
-5,630
2315
$2.1M ﹤0.01%
172,159
-101,896
2316
$2.1M ﹤0.01%
+32,357
2317
$2.1M ﹤0.01%
49,016
+4,375
2318
$2.1M ﹤0.01%
37,885
-2,913
2319
$2.1M ﹤0.01%
65,898
+34,060
2320
$2.09M ﹤0.01%
196,724
-12,284
2321
$2.09M ﹤0.01%
326,881
-841,648
2322
$2.08M ﹤0.01%
108,215
-75,585
2323
$2.06M ﹤0.01%
42,157
-1,158
2324
$2.06M ﹤0.01%
31,276
-1,133
2325
$2.05M ﹤0.01%
7,845
-317