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
1251
$15.8M 0.01%
+407,177
1252
$15.7M 0.01%
+965,877
1253
$15.6M 0.01%
+798,000
1254
$15.6M 0.01%
+951,142
1255
$15.6M 0.01%
+183,718
1256
$15.5M 0.01%
+340,763
1257
$15.5M ﹤0.01%
+1,180,223
1258
$15.5M ﹤0.01%
+377,533
1259
$15.4M ﹤0.01%
+234,981
1260
$15.4M ﹤0.01%
+230,760
1261
$15.4M ﹤0.01%
+598,096
1262
$15.4M ﹤0.01%
+662,063
1263
$15.4M ﹤0.01%
+444,088
1264
$15.4M ﹤0.01%
+2,041,373
1265
$15.3M ﹤0.01%
+1,196,669
1266
$15.3M ﹤0.01%
+288,522
1267
$15.3M ﹤0.01%
+589,475
1268
$15.2M ﹤0.01%
+171,824
1269
$15.2M ﹤0.01%
+38,074
1270
$15.1M ﹤0.01%
+913,572
1271
$15.1M ﹤0.01%
+492,852
1272
$15.1M ﹤0.01%
+547,721
1273
$15.1M ﹤0.01%
+323,381
1274
$15M ﹤0.01%
+5,439,090
1275
$14.9M ﹤0.01%
+437,409