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
1301
$14M ﹤0.01%
+1,962,969
1302
$14M ﹤0.01%
+879,340
1303
$14M ﹤0.01%
+249,537
1304
$14M ﹤0.01%
+476,162
1305
$13.9M ﹤0.01%
+4,594,968
1306
$13.9M ﹤0.01%
+718,805
1307
$13.9M ﹤0.01%
+806,575
1308
$13.8M ﹤0.01%
+1,637,325
1309
$13.7M ﹤0.01%
+2,864,604
1310
$13.7M ﹤0.01%
+363,436
1311
$13.7M ﹤0.01%
+774,920
1312
$13.7M ﹤0.01%
+348,794
1313
$13.7M ﹤0.01%
+569,479
1314
$13.6M ﹤0.01%
+123,255
1315
$13.6M ﹤0.01%
+355,931
1316
$13.6M ﹤0.01%
+958,202
1317
$13.6M ﹤0.01%
+183,706
1318
$13.6M ﹤0.01%
+950,223
1319
$13.6M ﹤0.01%
+10,843
1320
$13.5M ﹤0.01%
+276,863
1321
$13.5M ﹤0.01%
+7,474,400
1322
$13.5M ﹤0.01%
+845,938
1323
$13.5M ﹤0.01%
+795,824
1324
$13.5M ﹤0.01%
+932,731
1325
$13.5M ﹤0.01%
+143,418