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
2676
$1.13M ﹤0.01%
+140,479
2677
$1.13M ﹤0.01%
+64,926
2678
$1.13M ﹤0.01%
+40,905
2679
$1.13M ﹤0.01%
+50,355
2680
$1.12M ﹤0.01%
+38,219
2681
$1.12M ﹤0.01%
+145,920
2682
$1.12M ﹤0.01%
+59,742
2683
$1.12M ﹤0.01%
+14,415
2684
$1.11M ﹤0.01%
+64,590
2685
$1.11M ﹤0.01%
+20,246
2686
$1.11M ﹤0.01%
+89,529
2687
$1.11M ﹤0.01%
+167,502
2688
$1.11M ﹤0.01%
+78,822
2689
$1.11M ﹤0.01%
+80,615
2690
$1.11M ﹤0.01%
+78,196
2691
$1.11M ﹤0.01%
+168,519
2692
$1.11M ﹤0.01%
+15,348
2693
$1.1M ﹤0.01%
+38,392
2694
$1.1M ﹤0.01%
+48,876
2695
$1.1M ﹤0.01%
+9,982
2696
$1.1M ﹤0.01%
+108,776
2697
$1.1M ﹤0.01%
+49,564
2698
$1.09M ﹤0.01%
+40,228
2699
$1.09M ﹤0.01%
+33,396
2700
$1.09M ﹤0.01%
+283,792