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
2826
$836K ﹤0.01%
+22,825
2827
$836K ﹤0.01%
+6,295
2828
$834K ﹤0.01%
+10,469
2829
$833K ﹤0.01%
+70,692
2830
$832K ﹤0.01%
+65,528
2831
$830K ﹤0.01%
+9,652
2832
$829K ﹤0.01%
+65,162
2833
$829K ﹤0.01%
+56,222
2834
$826K ﹤0.01%
+1,757
2835
$823K ﹤0.01%
+6,800
2836
$821K ﹤0.01%
+138,039
2837
$818K ﹤0.01%
+96,468
2838
$817K ﹤0.01%
+188,796
2839
$816K ﹤0.01%
+39,243
2840
$816K ﹤0.01%
+69,587
2841
$815K ﹤0.01%
+58,619
2842
$814K ﹤0.01%
+8,460
2843
$813K ﹤0.01%
+20,884
2844
$805K ﹤0.01%
+82,608
2845
$805K ﹤0.01%
+21,923
2846
$804K ﹤0.01%
+41,202
2847
$804K ﹤0.01%
+21,325
2848
$803K ﹤0.01%
+754,160
2849
$803K ﹤0.01%
+20,067
2850
$799K ﹤0.01%
+42,706