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
2951
$598K ﹤0.01%
+13,141
2952
$593K ﹤0.01%
+213,294
2953
$591K ﹤0.01%
+25,001
2954
$588K ﹤0.01%
+29,124
2955
$585K ﹤0.01%
+2,572
2956
$584K ﹤0.01%
+77,204
2957
$582K ﹤0.01%
+27,715
2958
$581K ﹤0.01%
+5,522
2959
$579K ﹤0.01%
+40,854
2960
$578K ﹤0.01%
+8,454
2961
$577K ﹤0.01%
+81,685
2962
$576K ﹤0.01%
+126,827
2963
$575K ﹤0.01%
+126,628
2964
$574K ﹤0.01%
+341,679
2965
$572K ﹤0.01%
+44,592
2966
$570K ﹤0.01%
+244,632
2967
$569K ﹤0.01%
+30,508
2968
$568K ﹤0.01%
+30,865
2969
$566K ﹤0.01%
+96,274
2970
$564K ﹤0.01%
+20,014
2971
$564K ﹤0.01%
+7,853
2972
$562K ﹤0.01%
+5,213
2973
$561K ﹤0.01%
+37,857
2974
$561K ﹤0.01%
+11,135
2975
$559K ﹤0.01%
+50,670