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
3526
$65K ﹤0.01%
+54,879
3527
$64K ﹤0.01%
+28,990
3528
$63K ﹤0.01%
+23,858
3529
$63K ﹤0.01%
+2,967
3530
$62K ﹤0.01%
+43,899
3531
$61K ﹤0.01%
+34,161
3532
$61K ﹤0.01%
+39,595
3533
$60K ﹤0.01%
+50,720
3534
$60K ﹤0.01%
+822
3535
$60K ﹤0.01%
+1,862
3536
$59K ﹤0.01%
+461,219
3537
$58K ﹤0.01%
+639
3538
$56K ﹤0.01%
+767
3539
$56K ﹤0.01%
+3,592
3540
$56K ﹤0.01%
+22,509
3541
$53K ﹤0.01%
+10,546
3542
$53K ﹤0.01%
+10
3543
$52K ﹤0.01%
+1,746
3544
$51K ﹤0.01%
+37,094
3545
$51K ﹤0.01%
+28,686
3546
$51K ﹤0.01%
+43,989
3547
$51K ﹤0.01%
+29,383
3548
$50K ﹤0.01%
+1,143
3549
$50K ﹤0.01%
+1,470
3550
$49K ﹤0.01%
+33,877