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
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,853
New
Increased
Reduced
Closed

Top Buys

1 +$12.5B
2 +$6.01B
3 +$4.47B
4
XOM icon
Exxon Mobil
XOM
+$4.38B
5
WFC icon
Wells Fargo
WFC
+$4.14B

Top Sells

No sells this quarter

Sector Composition

1 Financials 13.54%
2 Healthcare 10.44%
3 Technology 9.95%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2501
$1.59M ﹤0.01%
+120,054
2502
$1.59M ﹤0.01%
+70,010
2503
$1.57M ﹤0.01%
+135,322
2504
$1.57M ﹤0.01%
+355,474
2505
$1.57M ﹤0.01%
+58,261
2506
$1.56M ﹤0.01%
+88,089
2507
$1.56M ﹤0.01%
+56,353
2508
$1.56M ﹤0.01%
+60,521
2509
$1.56M ﹤0.01%
+29,631
2510
$1.55M ﹤0.01%
+109,738
2511
$1.55M ﹤0.01%
+60,504
2512
$1.55M ﹤0.01%
+8,159
2513
$1.55M ﹤0.01%
+77,330
2514
$1.55M ﹤0.01%
+107,944
2515
$1.54M ﹤0.01%
+177,612
2516
$1.54M ﹤0.01%
+132,599
2517
$1.54M ﹤0.01%
+101,366
2518
$1.53M ﹤0.01%
+142,088
2519
$1.53M ﹤0.01%
+218,300
2520
$1.53M ﹤0.01%
+45,172
2521
$1.53M ﹤0.01%
+32,791
2522
$1.52M ﹤0.01%
+131,522
2523
$1.52M ﹤0.01%
+516,215
2524
$1.52M ﹤0.01%
+35,554
2525
$1.52M ﹤0.01%
+42,132