JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.49%
 

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
+26.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404B
AUM Growth
-$11.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,717
New
Increased
Reduced
Closed

Top Buys

1 +$2.07B
2 +$1.82B
3 +$779M
4
GILD icon
Gilead Sciences
GILD
+$774M
5
LLY icon
Eli Lilly
LLY
+$590M

Top Sells

1 +$1.06B
2 +$890M
3 +$779M
4
SLB icon
SLB Ltd
SLB
+$600M
5
CVX icon
Chevron
CVX
+$573M

Sector Composition

1 Financials 15.05%
2 Healthcare 12.61%
3 Technology 11.44%
4 Consumer Discretionary 8.72%
5 Industrials 8.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
$2.08M ﹤0.01%
91,500
2352
$2.07M ﹤0.01%
307,742
-2,982,425
2353
$2.06M ﹤0.01%
79,591
+20,965
2354
$2.05M ﹤0.01%
23,338
-17,321
2355
$2.05M ﹤0.01%
35,862
-20,857
2356
$2.04M ﹤0.01%
29,099
-52,901
2357
$2.04M ﹤0.01%
260,436
+208,059
2358
$2.04M ﹤0.01%
54,567
+944
2359
$2.04M ﹤0.01%
121,485
+15,619
2360
$2.03M ﹤0.01%
44,169
+39,364
2361
$2.02M ﹤0.01%
8,224
+567
2362
$2.02M ﹤0.01%
72,978
+4,004
2363
$2.02M ﹤0.01%
21,304
-6,268
2364
$2.02M ﹤0.01%
34,300
+7,959
2365
$2.02M ﹤0.01%
+98,214
2366
$2.01M ﹤0.01%
67,720
+24,620
2367
$2M ﹤0.01%
119,991
+20,932
2368
$1.99M ﹤0.01%
250,592
+162,465
2369
$1.99M ﹤0.01%
412,536
-54,855
2370
$1.99M ﹤0.01%
601,449
-147,100
2371
$1.97M ﹤0.01%
+62,481
2372
$1.97M ﹤0.01%
19,599
-96,162
2373
$1.97M ﹤0.01%
217,199
+84,164
2374
$1.96M ﹤0.01%
110,976
2375
$1.96M ﹤0.01%
78,385