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
3301
$219K ﹤0.01%
+2,310
3302
$216K ﹤0.01%
+31,629
3303
$216K ﹤0.01%
+23,597
3304
$216K ﹤0.01%
+9,308
3305
$214K ﹤0.01%
+7,038
3306
$214K ﹤0.01%
+9,293
3307
$214K ﹤0.01%
+6,722
3308
$213K ﹤0.01%
+6,372
3309
$213K ﹤0.01%
+15,146
3310
$212K ﹤0.01%
+4,439
3311
$212K ﹤0.01%
+6,007
3312
$212K ﹤0.01%
+9,870
3313
$211K ﹤0.01%
+14,310
3314
$210K ﹤0.01%
+2,537
3315
$209K ﹤0.01%
+11,220
3316
$209K ﹤0.01%
+3,387
3317
$206K ﹤0.01%
+8,101
3318
$206K ﹤0.01%
+11,058
3319
$205K ﹤0.01%
+18,227
3320
$205K ﹤0.01%
+30,334
3321
$205K ﹤0.01%
+6,852
3322
$205K ﹤0.01%
+296
3323
$205K ﹤0.01%
+100,436
3324
$204K ﹤0.01%
+6,084
3325
$202K ﹤0.01%
+14,810