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
1426
$11.1M ﹤0.01%
+358,916
1427
$11.1M ﹤0.01%
+171,297
1428
$11.1M ﹤0.01%
+564,072
1429
$11.1M ﹤0.01%
+624,777
1430
$11.1M ﹤0.01%
+877,448
1431
$11M ﹤0.01%
+153,241
1432
$11M ﹤0.01%
+209,032
1433
$11M ﹤0.01%
+277,023
1434
$11M ﹤0.01%
+853,773
1435
$11M ﹤0.01%
+501,122
1436
$10.9M ﹤0.01%
+771,541
1437
$10.9M ﹤0.01%
+214,928
1438
$10.9M ﹤0.01%
+533,231
1439
$10.9M ﹤0.01%
+2,865,800
1440
$10.8M ﹤0.01%
+150,056
1441
$10.8M ﹤0.01%
+257,079
1442
$10.8M ﹤0.01%
+618,379
1443
$10.8M ﹤0.01%
+230,670
1444
$10.8M ﹤0.01%
+198,483
1445
$10.7M ﹤0.01%
+133,509
1446
$10.7M ﹤0.01%
+566,621
1447
$10.7M ﹤0.01%
+165,409
1448
$10.7M ﹤0.01%
+624,018
1449
$10.7M ﹤0.01%
+362,770
1450
$10.6M ﹤0.01%
+360,329