JP Morgan Chase

JP Morgan Chase Portfolio holdings

AUM $1.49T
1-Year Est. Return 26.5%
 

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
+26.5%
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 +$5.79B
3 +$4.42B
4
XOM icon
Exxon Mobil
XOM
+$4.36B
5
AAPL icon
Apple
AAPL
+$4.27B

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
3451
$106K ﹤0.01%
+22,593
3452
$104K ﹤0.01%
+19,158
3453
$104K ﹤0.01%
+45,616
3454
$103K ﹤0.01%
+4,892
3455
$102K ﹤0.01%
+24,704
3456
$102K ﹤0.01%
+7,560
3457
$102K ﹤0.01%
+158,216
3458
$101K ﹤0.01%
+32,148
3459
$101K ﹤0.01%
+21,990
3460
$99K ﹤0.01%
+22,119
3461
$99K ﹤0.01%
+13,456
3462
$96K ﹤0.01%
+1,620
3463
$96K ﹤0.01%
+26,987
3464
$95K ﹤0.01%
+2,799
3465
$95K ﹤0.01%
+14,275
3466
$95K ﹤0.01%
+38,314
3467
$94K ﹤0.01%
+42,454
3468
$94K ﹤0.01%
+18,455
3469
$94K ﹤0.01%
+13,622
3470
$93K ﹤0.01%
+16,144
3471
$93K ﹤0.01%
+33,741
3472
$92K ﹤0.01%
+41,827
3473
$92K ﹤0.01%
+15,480
3474
$92K ﹤0.01%
+27
3475
$91K ﹤0.01%
+389