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
501
$94.2M 0.03%
+2,106,391
502
$93.6M 0.03%
+1,265,193
503
$92.9M 0.03%
+2,544,432
504
$92.8M 0.03%
+2,360,994
505
$92.4M 0.03%
+3,329,113
506
$92.3M 0.03%
+13,142,812
507
$91.6M 0.03%
+1,768,194
508
$91.4M 0.03%
+6,591,630
509
$91.2M 0.03%
+1,807,814
510
$91.2M 0.03%
+825,561
511
$91.2M 0.03%
+1,212,863
512
$90.7M 0.03%
+1,196,701
513
$90.6M 0.03%
+7,077,863
514
$90.5M 0.03%
+98,168
515
$90.3M 0.03%
+7,002,218
516
$90M 0.03%
+1,164,028
517
$89.9M 0.03%
+1,415,548
518
$89.9M 0.03%
+2,172,548
519
$89.7M 0.03%
+2,070,814
520
$88.4M 0.03%
+1,967,065
521
$88.3M 0.03%
+1,380,069
522
$88.2M 0.03%
+2,195,992
523
$88.2M 0.03%
+1,327,928
524
$87M 0.03%
+675,000
525
$86.4M 0.03%
+3,163,100