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
3176
$313K ﹤0.01%
+10,203
3177
$312K ﹤0.01%
+22,055
3178
$311K ﹤0.01%
+412
3179
$311K ﹤0.01%
+7,398
3180
$311K ﹤0.01%
+8,104
3181
$310K ﹤0.01%
+39,595
3182
$310K ﹤0.01%
+27,725
3183
$309K ﹤0.01%
+20,480
3184
$309K ﹤0.01%
+32,717
3185
$309K ﹤0.01%
+12,350
3186
$306K ﹤0.01%
+7,521
3187
$305K ﹤0.01%
+10,175
3188
$305K ﹤0.01%
+24,100
3189
$304K ﹤0.01%
+20,259
3190
$304K ﹤0.01%
+12,075
3191
$302K ﹤0.01%
+43,485
3192
$301K ﹤0.01%
+55,225
3193
$301K ﹤0.01%
+14,932
3194
$300K ﹤0.01%
+27,325
3195
$300K ﹤0.01%
+10,878
3196
$295K ﹤0.01%
+2,560
3197
$295K ﹤0.01%
+17,780
3198
$294K ﹤0.01%
+10,852
3199
$293K ﹤0.01%
+20,490
3200
$292K ﹤0.01%
+5,641