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
1151
$19.1M 0.01%
+1,481,560
1152
$19.1M 0.01%
+1,018,373
1153
$19.1M 0.01%
+58,466
1154
$19.1M 0.01%
+4,815
1155
$19M 0.01%
+341,815
1156
$19M 0.01%
+729,051
1157
$18.9M 0.01%
+956,858
1158
$18.9M 0.01%
+401,226
1159
$18.8M 0.01%
+535,913
1160
$18.8M 0.01%
+850,163
1161
$18.7M 0.01%
+2,612
1162
$18.7M 0.01%
+673,351
1163
$18.7M 0.01%
+1,106,210
1164
$18.6M 0.01%
+1,140,532
1165
$18.6M 0.01%
+1,836,930
1166
$18.6M 0.01%
+1,444,394
1167
$18.5M 0.01%
+551,305
1168
$18.5M 0.01%
+315,480
1169
$18.5M 0.01%
+1,335,787
1170
$18.5M 0.01%
+448,034
1171
$18.4M 0.01%
+322,109
1172
$18.4M 0.01%
+365,858
1173
$18.4M 0.01%
+248,541
1174
$18.4M 0.01%
+4,532,858
1175
$18.4M 0.01%
+346,847