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
2526
$1.52M ﹤0.01%
+73,051
2527
$1.51M ﹤0.01%
+77,320
2528
$1.51M ﹤0.01%
+108,547
2529
$1.51M ﹤0.01%
+70,263
2530
$1.51M ﹤0.01%
+71,819
2531
$1.5M ﹤0.01%
+31,362
2532
$1.5M ﹤0.01%
+260,814
2533
$1.5M ﹤0.01%
+55,837
2534
$1.5M ﹤0.01%
+115,943
2535
$1.5M ﹤0.01%
+80,688
2536
$1.5M ﹤0.01%
+44,675
2537
$1.49M ﹤0.01%
+60,142
2538
$1.49M ﹤0.01%
+207,143
2539
$1.49M ﹤0.01%
+51,749
2540
$1.49M ﹤0.01%
+23,874
2541
$1.49M ﹤0.01%
+110,704
2542
$1.48M ﹤0.01%
+69,580
2543
$1.48M ﹤0.01%
+45,974
2544
$1.48M ﹤0.01%
+164,694
2545
$1.48M ﹤0.01%
+27,343
2546
$1.47M ﹤0.01%
+72,597
2547
$1.47M ﹤0.01%
+98,069
2548
$1.47M ﹤0.01%
+60,784
2549
$1.46M ﹤0.01%
+58,828
2550
$1.46M ﹤0.01%
+4,352