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
1276
$14.9M ﹤0.01%
+1,023,459
1277
$14.9M ﹤0.01%
+510,126
1278
$14.8M ﹤0.01%
+591,717
1279
$14.8M ﹤0.01%
+434,691
1280
$14.8M ﹤0.01%
+2,323,565
1281
$14.8M ﹤0.01%
+480,234
1282
$14.7M ﹤0.01%
+289,548
1283
$14.7M ﹤0.01%
+2,329,850
1284
$14.7M ﹤0.01%
+679,599
1285
$14.6M ﹤0.01%
+480,898
1286
$14.6M ﹤0.01%
+1,078,198
1287
$14.6M ﹤0.01%
+241,540
1288
$14.5M ﹤0.01%
+1,194,153
1289
$14.5M ﹤0.01%
+1,025,270
1290
$14.5M ﹤0.01%
+509,881
1291
$14.3M ﹤0.01%
+89,207
1292
$14.3M ﹤0.01%
+240,612
1293
$14.3M ﹤0.01%
+1,570,561
1294
$14.2M ﹤0.01%
+60,386
1295
$14.2M ﹤0.01%
+4,067,375
1296
$14.2M ﹤0.01%
+1,179,027
1297
$14.1M ﹤0.01%
+406,714
1298
$14.1M ﹤0.01%
+635,801
1299
$14.1M ﹤0.01%
+2,266,212
1300
$14.1M ﹤0.01%
+419,859