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
1226
$16.5M 0.01%
+601,412
1227
$16.5M 0.01%
+1,076,979
1228
$16.5M 0.01%
+2,652,132
1229
$16.5M 0.01%
+1,002,921
1230
$16.4M 0.01%
+882,216
1231
$16.4M 0.01%
+411,775
1232
$16.3M 0.01%
+1,089,836
1233
$16.3M 0.01%
+363,355
1234
$16.3M 0.01%
+990,033
1235
$16.3M 0.01%
+354,255
1236
$16.3M 0.01%
+1,115,706
1237
$16.2M 0.01%
+900,000
1238
$16.2M 0.01%
+535,565
1239
$16.1M 0.01%
+326,034
1240
$16.1M 0.01%
+887,532
1241
$16.1M 0.01%
+353,199
1242
$16.1M 0.01%
+445,109
1243
$16.1M 0.01%
+265,507
1244
$16M 0.01%
+213,124
1245
$16M 0.01%
+151,446
1246
$16M 0.01%
+769,869
1247
$15.8M 0.01%
+529,933
1248
$15.8M 0.01%
+193,054
1249
$15.8M 0.01%
+499,830
1250
$15.8M 0.01%
+1,463,247