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
1001
$25.4M 0.01%
+86,964
1002
$25.3M 0.01%
+1,159,760
1003
$25.3M 0.01%
+1,116,612
1004
$25.2M 0.01%
+2,088,660
1005
$25.2M 0.01%
+680,162
1006
$25.2M 0.01%
+2,210,935
1007
$25.2M 0.01%
+936,241
1008
$25.1M 0.01%
+1,301,151
1009
$25.1M 0.01%
+1,277,767
1010
$25.1M 0.01%
+372,141
1011
$25M 0.01%
+534,903
1012
$24.9M 0.01%
+719,256
1013
$24.9M 0.01%
+551,430
1014
$24.9M 0.01%
+401,306
1015
$24.9M 0.01%
+804,224
1016
$24.8M 0.01%
+797,942
1017
$24.8M 0.01%
+1,451,216
1018
$24.8M 0.01%
+374,526
1019
$24.7M 0.01%
+1,033,417
1020
$24.7M 0.01%
+1,975,850
1021
$24.7M 0.01%
+516,960
1022
$24.7M 0.01%
+491,102
1023
$24.7M 0.01%
+723,789
1024
$24.7M 0.01%
+3,383,200
1025
$24.6M 0.01%
+1,726,259