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