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
2876
$733K ﹤0.01%
+43,810
2877
$731K ﹤0.01%
+31,043
2878
$730K ﹤0.01%
+8,208
2879
$728K ﹤0.01%
+63,700
2880
$724K ﹤0.01%
+36,966
2881
$721K ﹤0.01%
+32,119
2882
$721K ﹤0.01%
+7,574
2883
$719K ﹤0.01%
+14,878
2884
$719K ﹤0.01%
+72,792
2885
$718K ﹤0.01%
+14,302
2886
$717K ﹤0.01%
+22,606
2887
$715K ﹤0.01%
+82,162
2888
$714K ﹤0.01%
+13,167
2889
$714K ﹤0.01%
+50,450
2890
$714K ﹤0.01%
+25,272
2891
$713K ﹤0.01%
+30,300
2892
$711K ﹤0.01%
+21,524
2893
$709K ﹤0.01%
+77,812
2894
$708K ﹤0.01%
+6,419
2895
$705K ﹤0.01%
+2,842
2896
$704K ﹤0.01%
+34,137
2897
$704K ﹤0.01%
+5,240
2898
$703K ﹤0.01%
+46,853
2899
$703K ﹤0.01%
+11,500
2900
$688K ﹤0.01%
+102,064