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JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.47T
1-Year Est. Return 28.2%
 

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
+28.2%
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 +$5.79B
3 +$4.42B
4
XOM icon
ExxonMobil
XOM
+$4.36B
5
AAPL icon
Apple
AAPL
+$4.27B

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
3151
$335K ﹤0.01%
+15,391
3152
$335K ﹤0.01%
+16,976
3153
$334K ﹤0.01%
+54,537
3154
$332K ﹤0.01%
+6,453
3155
$329K ﹤0.01%
+88,082
3156
$328K ﹤0.01%
+18,735
3157
$326K ﹤0.01%
+10,224
3158
$325K ﹤0.01%
+6,677
3159
$325K ﹤0.01%
+25,387
3160
$324K ﹤0.01%
+10,770
3161
$324K ﹤0.01%
+49,720
3162
$323K ﹤0.01%
+24,449
3163
$323K ﹤0.01%
+22,365
3164
$323K ﹤0.01%
+10,322
3165
$323K ﹤0.01%
+184,493
3166
$323K ﹤0.01%
+22,789
3167
$322K ﹤0.01%
+57,177
3168
$322K ﹤0.01%
+8,185
3169
$322K ﹤0.01%
+4,129
3170
$320K ﹤0.01%
+19,700
3171
$318K ﹤0.01%
+5,241
3172
$317K ﹤0.01%
+24,000
3173
$315K ﹤0.01%
+12,484
3174
$315K ﹤0.01%
+13,165
3175
$314K ﹤0.01%
+11,678