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
2901
$687K ﹤0.01%
+37,549
2902
$687K ﹤0.01%
+41,713
2903
$684K ﹤0.01%
+76,948
2904
$680K ﹤0.01%
+1,866
2905
$677K ﹤0.01%
+23,122
2906
$675K ﹤0.01%
+19,526
2907
$672K ﹤0.01%
+37,312
2908
$672K ﹤0.01%
+28,990
2909
$666K ﹤0.01%
+7,410
2910
$666K ﹤0.01%
+32,858
2911
$666K ﹤0.01%
+122,206
2912
$662K ﹤0.01%
+18,912
2913
$661K ﹤0.01%
+16,488
2914
$661K ﹤0.01%
+50,632
2915
$657K ﹤0.01%
+6,606
2916
$656K ﹤0.01%
+33,445
2917
$655K ﹤0.01%
+1,956
2918
$653K ﹤0.01%
+74,376
2919
$647K ﹤0.01%
+31,399
2920
$643K ﹤0.01%
+11,495
2921
$643K ﹤0.01%
+58,854
2922
$641K ﹤0.01%
+56,568
2923
$640K ﹤0.01%
+76,606
2924
$637K ﹤0.01%
+51,348
2925
$637K ﹤0.01%
+76,706