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
3126
$366K ﹤0.01%
+715
3127
$365K ﹤0.01%
+16,877
3128
$365K ﹤0.01%
+35,375
3129
$361K ﹤0.01%
+31,322
3130
$360K ﹤0.01%
+12,573
3131
$359K ﹤0.01%
+11,385
3132
$359K ﹤0.01%
+38,305
3133
$358K ﹤0.01%
+21,096
3134
$358K ﹤0.01%
+35,212
3135
$357K ﹤0.01%
+16,718
3136
$357K ﹤0.01%
+13,181
3137
$355K ﹤0.01%
+48,696
3138
$354K ﹤0.01%
+50,295
3139
$353K ﹤0.01%
+20,391
3140
$353K ﹤0.01%
+14,965
3141
$352K ﹤0.01%
+47,060
3142
$352K ﹤0.01%
+19,726
3143
$350K ﹤0.01%
+8,449
3144
$346K ﹤0.01%
+18,134
3145
$344K ﹤0.01%
+6,506
3146
$344K ﹤0.01%
+4,320
3147
$341K ﹤0.01%
+13,287
3148
$340K ﹤0.01%
+22,622
3149
$339K ﹤0.01%
+1,790
3150
$337K ﹤0.01%
+1,438