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
3501
$75K ﹤0.01%
+12,462
3502
$75K ﹤0.01%
+35,786
3503
$74K ﹤0.01%
+15,979
3504
$74K ﹤0.01%
+35,261
3505
$74K ﹤0.01%
+803
3506
$73K ﹤0.01%
+11,342
3507
$73K ﹤0.01%
+11,491
3508
$72K ﹤0.01%
+8,415
3509
$72K ﹤0.01%
+154
3510
$72K ﹤0.01%
+8,745
3511
$72K ﹤0.01%
+14,207
3512
$71K ﹤0.01%
+17,739
3513
$71K ﹤0.01%
+1,721
3514
$70K ﹤0.01%
+37,526
3515
$70K ﹤0.01%
+11,153
3516
$69K ﹤0.01%
+19,053
3517
$69K ﹤0.01%
+42,430
3518
$68K ﹤0.01%
+13,311
3519
$68K ﹤0.01%
+13,068
3520
$67K ﹤0.01%
+37,914
3521
$67K ﹤0.01%
+17,670
3522
$67K ﹤0.01%
+27,611
3523
$66K ﹤0.01%
+4,586
3524
$65K ﹤0.01%
+22,725
3525
$65K ﹤0.01%
+54,879