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
3326
$202K ﹤0.01%
+5,013
3327
$201K ﹤0.01%
+7,508
3328
$201K ﹤0.01%
+19,656
3329
$200K ﹤0.01%
+15,111
3330
$199K ﹤0.01%
+15,339
3331
$199K ﹤0.01%
+16,324
3332
$199K ﹤0.01%
+10,271
3333
$199K ﹤0.01%
+28,365
3334
$198K ﹤0.01%
+17,374
3335
$198K ﹤0.01%
+22,484
3336
$197K ﹤0.01%
+167,400
3337
$196K ﹤0.01%
+16
3338
$196K ﹤0.01%
+22,640
3339
$193K ﹤0.01%
+10,495
3340
$191K ﹤0.01%
+55,560
3341
$191K ﹤0.01%
+13,725
3342
$190K ﹤0.01%
+21,809
3343
$189K ﹤0.01%
+85,134
3344
$188K ﹤0.01%
+14,109
3345
$187K ﹤0.01%
+1,563
3346
$186K ﹤0.01%
+30,050
3347
$185K ﹤0.01%
+586
3348
$184K ﹤0.01%
+19,756
3349
$180K ﹤0.01%
+15,772
3350
$179K ﹤0.01%
+3,202