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
3551
$46K ﹤0.01%
+16,537
3552
$46K ﹤0.01%
+1,096
3553
$46K ﹤0.01%
+10,988
3554
$46K ﹤0.01%
+10,607
3555
$45K ﹤0.01%
+534,978
3556
$45K ﹤0.01%
+16,589
3557
$45K ﹤0.01%
+21,776
3558
$44K ﹤0.01%
+3,697
3559
$44K ﹤0.01%
+19,783
3560
$43K ﹤0.01%
+15,352
3561
$42K ﹤0.01%
+1,183
3562
$41K ﹤0.01%
+1,793
3563
$39K ﹤0.01%
+35,770
3564
$39K ﹤0.01%
+24,196
3565
$38K ﹤0.01%
+1,648
3566
$38K ﹤0.01%
+39,952
3567
$35K ﹤0.01%
+17,177
3568
$35K ﹤0.01%
+3,667
3569
$35K ﹤0.01%
+2,523
3570
$35K ﹤0.01%
+2,123
3571
$34K ﹤0.01%
+670
3572
$34K ﹤0.01%
+28,464
3573
$34K ﹤0.01%
+439
3574
$34K ﹤0.01%
+16,058
3575
$30K ﹤0.01%
+31,222