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
3101
$388K ﹤0.01%
+16,179
3102
$388K ﹤0.01%
+35,356
3103
$388K ﹤0.01%
+2,211
3104
$388K ﹤0.01%
+17,000
3105
$387K ﹤0.01%
+43,860
3106
$386K ﹤0.01%
+3,333
3107
$384K ﹤0.01%
+6,574
3108
$382K ﹤0.01%
+5,557
3109
$382K ﹤0.01%
+11,904
3110
$379K ﹤0.01%
+15,541
3111
$378K ﹤0.01%
+13,758
3112
$376K ﹤0.01%
+22,714
3113
$376K ﹤0.01%
+35,804
3114
$375K ﹤0.01%
+59,207
3115
$374K ﹤0.01%
+59,790
3116
$374K ﹤0.01%
+30,421
3117
$373K ﹤0.01%
+12,221
3118
$372K ﹤0.01%
+19,830
3119
$372K ﹤0.01%
+28,800
3120
$370K ﹤0.01%
+17,541
3121
$370K ﹤0.01%
+43,466
3122
$369K ﹤0.01%
+36,657
3123
$367K ﹤0.01%
+18,606
3124
$367K ﹤0.01%
+36,712
3125
$366K ﹤0.01%
+16,443