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
2451
$1.92M ﹤0.01%
171,965
+268
2452
$1.92M ﹤0.01%
97,274
-54,224
2453
$1.91M ﹤0.01%
28,834
-2,550
2454
$1.91M ﹤0.01%
46,636
-2,767
2455
$1.91M ﹤0.01%
39,984
-43,649
2456
$1.91M ﹤0.01%
49,512
-5,819
2457
$1.91M ﹤0.01%
44,792
-13,619
2458
$1.89M ﹤0.01%
137,675
+6,193
2459
$1.89M ﹤0.01%
167,116
-8,961
2460
$1.89M ﹤0.01%
77,240
+11,632
2461
$1.89M ﹤0.01%
37,643
+5,377
2462
$1.89M ﹤0.01%
25,344
-8,001
2463
$1.89M ﹤0.01%
60,261
+14,415
2464
$1.88M ﹤0.01%
39,447
+435
2465
$1.87M ﹤0.01%
52,004
-1,434
2466
$1.87M ﹤0.01%
74,979
+35,736
2467
$1.86M ﹤0.01%
99,754
-30,636
2468
$1.86M ﹤0.01%
200,024
-154,925
2469
$1.86M ﹤0.01%
61,941
+6,874
2470
$1.86M ﹤0.01%
57,572
-25,849
2471
$1.86M ﹤0.01%
18,722
+12,512
2472
$1.85M ﹤0.01%
64,680
-243,084
2473
$1.84M ﹤0.01%
62,994
-67,413
2474
$1.84M ﹤0.01%
329,012
-90,104
2475
$1.83M ﹤0.01%
63,674
+51,190