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
3026
$496K ﹤0.01%
+3,789
3027
$495K ﹤0.01%
+185,463
3028
$495K ﹤0.01%
+40,757
3029
$493K ﹤0.01%
+6,324
3030
$492K ﹤0.01%
+53,224
3031
$492K ﹤0.01%
+36,243
3032
$491K ﹤0.01%
+17,121
3033
$489K ﹤0.01%
+36,902
3034
$488K ﹤0.01%
+118,590
3035
$487K ﹤0.01%
+120,800
3036
$486K ﹤0.01%
+28,642
3037
$483K ﹤0.01%
+25,200
3038
$480K ﹤0.01%
+28,894
3039
$479K ﹤0.01%
+165,315
3040
$478K ﹤0.01%
+13,982
3041
$477K ﹤0.01%
+6,935
3042
$473K ﹤0.01%
+12,535
3043
$473K ﹤0.01%
+30,314
3044
$473K ﹤0.01%
+10,526
3045
$471K ﹤0.01%
+16,557
3046
$469K ﹤0.01%
+60,343
3047
$469K ﹤0.01%
+20,813
3048
$467K ﹤0.01%
+27,672
3049
$464K ﹤0.01%
+20,946
3050
$464K ﹤0.01%
+59,442