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
2926
$637K ﹤0.01%
+112,846
2927
$635K ﹤0.01%
+138,136
2928
$634K ﹤0.01%
+271,811
2929
$633K ﹤0.01%
+13,400
2930
$632K ﹤0.01%
+228,774
2931
$632K ﹤0.01%
+2,227
2932
$631K ﹤0.01%
+22,942
2933
$627K ﹤0.01%
+10,894
2934
$625K ﹤0.01%
+18,632
2935
$624K ﹤0.01%
+34,508
2936
$619K ﹤0.01%
+27,347
2937
$615K ﹤0.01%
+3,594
2938
$614K ﹤0.01%
+24,898
2939
$610K ﹤0.01%
+73,896
2940
$610K ﹤0.01%
+35,659
2941
$609K ﹤0.01%
+42,223
2942
$608K ﹤0.01%
+19,396
2943
$608K ﹤0.01%
+6,224
2944
$605K ﹤0.01%
+33,210
2945
$605K ﹤0.01%
+180,840
2946
$605K ﹤0.01%
+28,864
2947
$604K ﹤0.01%
+32,805
2948
$603K ﹤0.01%
+30,541
2949
$600K ﹤0.01%
+41,125
2950
$598K ﹤0.01%
+94,462