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
1201
$17.4M 0.01%
+534,672
1202
$17.3M 0.01%
+823,691
1203
$17.3M 0.01%
+421,121
1204
$17.2M 0.01%
+709,841
1205
$17.2M 0.01%
+163,507
1206
$17.1M 0.01%
+507,693
1207
$17.1M 0.01%
+438,003
1208
$17M 0.01%
+322,448
1209
$17M 0.01%
+355,509
1210
$17M 0.01%
+628,099
1211
$16.9M 0.01%
+848,031
1212
$16.9M 0.01%
+799,722
1213
$16.9M 0.01%
+916,097
1214
$16.8M 0.01%
+506,824
1215
$16.8M 0.01%
+451,967
1216
$16.8M 0.01%
+437,862
1217
$16.7M 0.01%
+355,666
1218
$16.7M 0.01%
+262,558
1219
$16.7M 0.01%
+409,374
1220
$16.7M 0.01%
+261,031
1221
$16.6M 0.01%
+651,210
1222
$16.6M 0.01%
+359,855
1223
$16.6M 0.01%
+1,246,508
1224
$16.6M 0.01%
+3,312,561
1225
$16.6M 0.01%
+800,422