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
3476
$90K ﹤0.01%
+1,211
3477
$90K ﹤0.01%
+15,646
3478
$90K ﹤0.01%
+5,160
3479
$89K ﹤0.01%
+11,000
3480
$89K ﹤0.01%
+25,599
3481
$89K ﹤0.01%
+9,747
3482
$89K ﹤0.01%
+10,508
3483
$87K ﹤0.01%
+17,400
3484
$87K ﹤0.01%
+31,165
3485
$86K ﹤0.01%
+15,382
3486
$86K ﹤0.01%
+2,371
3487
$86K ﹤0.01%
+13,989
3488
$84K ﹤0.01%
+3,418
3489
$82K ﹤0.01%
+242
3490
$81K ﹤0.01%
+2,046
3491
$81K ﹤0.01%
+22,894
3492
$80K ﹤0.01%
+21,721
3493
$80K ﹤0.01%
+17,996
3494
$78K ﹤0.01%
+6,306
3495
$78K ﹤0.01%
+57,003
3496
$78K ﹤0.01%
+24,528
3497
$77K ﹤0.01%
+2
3498
$77K ﹤0.01%
+12,191
3499
$77K ﹤0.01%
+10,696
3500
0