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
2351
$2.31M ﹤0.01%
42,138
+5,349
2352
$2.31M ﹤0.01%
29,005
+18,536
2353
$2.3M ﹤0.01%
45,405
-6,113
2354
$2.29M ﹤0.01%
+51,991
2355
$2.28M ﹤0.01%
32,830
-12,362
2356
$2.28M ﹤0.01%
45,101
+2,846
2357
$2.27M ﹤0.01%
154,965
-48,643
2358
$2.27M ﹤0.01%
162,351
+10,746
2359
$2.27M ﹤0.01%
61,186
-18,467
2360
$2.27M ﹤0.01%
37,027
-28,318
2361
$2.27M ﹤0.01%
240,584
+31,541
2362
$2.26M ﹤0.01%
16,203
-2,310
2363
$2.25M ﹤0.01%
89,905
+43,709
2364
$2.25M ﹤0.01%
125,848
+11,774
2365
$2.25M ﹤0.01%
339,148
+193,228
2366
$2.25M ﹤0.01%
41,950
+31,712
2367
$2.25M ﹤0.01%
180,819
-1,013,334
2368
$2.25M ﹤0.01%
42,410
+6,626
2369
$2.24M ﹤0.01%
66,449
-288
2370
$2.24M ﹤0.01%
146,331
+115,823
2371
$2.23M ﹤0.01%
111,404
+55,494
2372
$2.23M ﹤0.01%
84,047
+2,134
2373
$2.22M ﹤0.01%
59,113
-50,890
2374
$2.21M ﹤0.01%
587,988
-827,529
2375
$2.2M ﹤0.01%
363,751
+165,903