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
1351
$12.8M ﹤0.01%
+633,041
1352
$12.8M ﹤0.01%
+692,727
1353
$12.7M ﹤0.01%
+487,522
1354
$12.7M ﹤0.01%
+516,489
1355
$12.6M ﹤0.01%
+340,978
1356
$12.6M ﹤0.01%
+655,634
1357
$12.6M ﹤0.01%
+418,871
1358
$12.6M ﹤0.01%
+254,900
1359
$12.6M ﹤0.01%
+607,232
1360
$12.6M ﹤0.01%
+1,071,847
1361
$12.6M ﹤0.01%
+1,282,129
1362
$12.5M ﹤0.01%
+357,281
1363
$12.5M ﹤0.01%
+746,501
1364
$12.5M ﹤0.01%
+405,727
1365
$12.5M ﹤0.01%
+292,757
1366
$12.5M ﹤0.01%
+198,371
1367
$12.4M ﹤0.01%
+243,117
1368
$12.4M ﹤0.01%
+286,343
1369
$12.4M ﹤0.01%
+904,040
1370
$12.3M ﹤0.01%
+893,033
1371
$12.3M ﹤0.01%
+1,533,866
1372
$12.3M ﹤0.01%
+867,990
1373
$12.3M ﹤0.01%
+459,231
1374
$12.3M ﹤0.01%
+602,774
1375
$12.2M ﹤0.01%
+635,497