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
3426
$121K ﹤0.01%
+3,167
3427
$121K ﹤0.01%
+90,669
3428
$121K ﹤0.01%
+10,719
3429
$120K ﹤0.01%
+15,963
3430
$120K ﹤0.01%
+10,968
3431
$118K ﹤0.01%
+4,680
3432
$117K ﹤0.01%
+12,485
3433
$117K ﹤0.01%
+17,905
3434
$117K ﹤0.01%
+29,352
3435
$117K ﹤0.01%
+60,894
3436
$116K ﹤0.01%
+1,888
3437
$115K ﹤0.01%
+17,766
3438
$115K ﹤0.01%
+29,742
3439
$115K ﹤0.01%
+29,393
3440
$114K ﹤0.01%
+17,411
3441
$114K ﹤0.01%
+11,200
3442
$114K ﹤0.01%
+19,646
3443
$114K ﹤0.01%
+11,859
3444
$113K ﹤0.01%
+20,608
3445
$111K ﹤0.01%
+41,010
3446
$110K ﹤0.01%
+3,565
3447
$109K ﹤0.01%
+4,320
3448
$109K ﹤0.01%
+2,397
3449
$108K ﹤0.01%
+2,688
3450
$106K ﹤0.01%
+10,057