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
1026
$24.6M 0.01%
+913,665
1027
$24.6M 0.01%
+141,785
1028
$24.6M 0.01%
+1,615,721
1029
$24.5M 0.01%
+1,047,173
1030
$24.4M 0.01%
+31,931
1031
$24.3M 0.01%
+622,116
1032
$24.3M 0.01%
+954,802
1033
$24.3M 0.01%
+478,255
1034
$24.3M 0.01%
+200,858
1035
$24.2M 0.01%
+645,215
1036
$24.1M 0.01%
+369,294
1037
$24.1M 0.01%
+95,711
1038
$24M 0.01%
+2,177,782
1039
$23.8M 0.01%
+538,846
1040
$23.6M 0.01%
+356,602
1041
$23.6M 0.01%
+1,344,705
1042
$23.6M 0.01%
+2,557,877
1043
$23.5M 0.01%
+558,551
1044
$23.5M 0.01%
+1,107,627
1045
$23.4M 0.01%
+2,180,717
1046
$23.4M 0.01%
+3,092,750
1047
$23.4M 0.01%
+635,521
1048
$23.3M 0.01%
+1,787,752
1049
$23.3M 0.01%
+348,357
1050
$23.3M 0.01%
+228,668