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
3276
$239K ﹤0.01%
+6,753
3277
$239K ﹤0.01%
+17,432
3278
$239K ﹤0.01%
+17,140
3279
$238K ﹤0.01%
+19,707
3280
$237K ﹤0.01%
+25,000
3281
$235K ﹤0.01%
+14,473
3282
$234K ﹤0.01%
+21,829
3283
$234K ﹤0.01%
+9,801
3284
$234K ﹤0.01%
+63,891
3285
$232K ﹤0.01%
+7,629
3286
$232K ﹤0.01%
+8,100
3287
$231K ﹤0.01%
+36,650
3288
$229K ﹤0.01%
+20,911
3289
$228K ﹤0.01%
+11,731
3290
$228K ﹤0.01%
+18,933
3291
$227K ﹤0.01%
+15,575
3292
$227K ﹤0.01%
+20,566
3293
$226K ﹤0.01%
+35,473
3294
$226K ﹤0.01%
+6,588
3295
$224K ﹤0.01%
+14,090
3296
$224K ﹤0.01%
+25,783
3297
$223K ﹤0.01%
+29,154
3298
$222K ﹤0.01%
+8,489
3299
$221K ﹤0.01%
+11,100
3300
$219K ﹤0.01%
+26,218