JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$400B
AUM Growth
+$14.7B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,755
New
Increased
Reduced
Closed

Top Buys

1 +$883M
2 +$735M
3 +$722M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$648M
5
PM icon
Philip Morris
PM
+$632M

Top Sells

1 +$2.21B
2 +$689M
3 +$633M
4
GILD icon
Gilead Sciences
GILD
+$608M
5
MET icon
MetLife
MET
+$587M

Sector Composition

1 Financials 15.56%
2 Technology 12.01%
3 Healthcare 9.71%
4 Consumer Discretionary 9.06%
5 Industrials 8.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2451
$1.96M ﹤0.01%
136,014
-8,334
2452
$1.94M ﹤0.01%
74,711
-38,721
2453
$1.94M ﹤0.01%
54,470
+33,253
2454
$1.93M ﹤0.01%
126,569
+125,951
2455
$1.93M ﹤0.01%
97,371
-49,205
2456
$1.93M ﹤0.01%
9,658
+9,008
2457
$1.92M ﹤0.01%
50,470
-36,473
2458
$1.92M ﹤0.01%
212,781
+174,727
2459
$1.92M ﹤0.01%
12,056
-856
2460
$1.92M ﹤0.01%
86,284
-80,543
2461
$1.91M ﹤0.01%
47,059
-7,699
2462
$1.91M ﹤0.01%
35,348
+16,126
2463
$1.91M ﹤0.01%
73,724
-5,043
2464
$1.91M ﹤0.01%
49,240
-133,253
2465
$1.9M ﹤0.01%
52,750
-12,937
2466
$1.9M ﹤0.01%
124,958
-15,826
2467
$1.9M ﹤0.01%
35,269
-16,270
2468
$1.89M ﹤0.01%
83,113
+81,955
2469
$1.89M ﹤0.01%
106,862
-35,739
2470
$1.89M ﹤0.01%
18,391
+516
2471
$1.89M ﹤0.01%
57,173
+10,267
2472
$1.88M ﹤0.01%
111,245
-6,914
2473
$1.88M ﹤0.01%
4,861
+219
2474
$1.88M ﹤0.01%
53,441
+8,839
2475
$1.88M ﹤0.01%
107,974
-29,415