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
626
$64.5M 0.02%
+979,795
627
$64.5M 0.02%
+2,087,229
628
$64.3M 0.02%
+2,815,937
629
$64.3M 0.02%
+979,752
630
$64.2M 0.02%
+2,370,704
631
$63.4M 0.02%
+5,302,443
632
$63.1M 0.02%
+5,738,945
633
$63.1M 0.02%
+2,779,854
634
$62.9M 0.02%
+4,977,535
635
$62.5M 0.02%
+562,280
636
$62.5M 0.02%
+3,980,860
637
$62.2M 0.02%
+2,957,312
638
$62.2M 0.02%
+1,237,485
639
$62M 0.02%
+727,919
640
$62M 0.02%
+2,369,172
641
$61.9M 0.02%
+2,511,757
642
$61.9M 0.02%
+5,160,136
643
$61.5M 0.02%
+1,113,566
644
$61.3M 0.02%
+2,916,723
645
$61M 0.02%
+1,097,362
646
$60.8M 0.02%
+1,672,519
647
$60.6M 0.02%
+3,635,702
648
$60M 0.02%
+1,949,478
649
$59.5M 0.02%
+1,113,060
650
$59.4M 0.02%
+1,147,846