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
2801
$880K ﹤0.01%
+26,189
2802
$879K ﹤0.01%
+43,118
2803
$879K ﹤0.01%
+17,700
2804
$875K ﹤0.01%
+53,147
2805
$874K ﹤0.01%
+9,566
2806
$873K ﹤0.01%
+5,134,300
2807
$872K ﹤0.01%
+59,182
2808
$871K ﹤0.01%
+43,601
2809
$871K ﹤0.01%
+53,262
2810
$870K ﹤0.01%
+13,510
2811
$870K ﹤0.01%
+10,068
2812
$867K ﹤0.01%
+22,539
2813
$864K ﹤0.01%
+42,060
2814
$864K ﹤0.01%
+43,248
2815
$860K ﹤0.01%
+29,826
2816
$858K ﹤0.01%
+91,108
2817
$851K ﹤0.01%
+24,700
2818
$851K ﹤0.01%
+26,149
2819
$849K ﹤0.01%
+47,098
2820
$846K ﹤0.01%
+854,342
2821
$842K ﹤0.01%
+59,762
2822
$841K ﹤0.01%
+40,500
2823
$841K ﹤0.01%
+71,845
2824
$840K ﹤0.01%
+25,381
2825
$839K ﹤0.01%
+69,000