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
1451
$10.6M ﹤0.01%
+330,366
1452
$10.5M ﹤0.01%
+209,500
1453
$10.5M ﹤0.01%
+827,654
1454
$10.5M ﹤0.01%
+222,906
1455
$10.5M ﹤0.01%
+794,822
1456
$10.5M ﹤0.01%
+31,834
1457
$10.5M ﹤0.01%
+127,559
1458
$10.4M ﹤0.01%
+304,564
1459
$10.4M ﹤0.01%
+742,677
1460
$10.3M ﹤0.01%
+150,546
1461
$10.3M ﹤0.01%
+428,325
1462
$10.3M ﹤0.01%
+207,995
1463
$10.3M ﹤0.01%
+205,950
1464
$10.3M ﹤0.01%
+383,883
1465
$10.2M ﹤0.01%
+297,980
1466
$10.2M ﹤0.01%
+1,018,900
1467
$10.2M ﹤0.01%
+2,832,067
1468
$10.2M ﹤0.01%
+268,721
1469
$10.1M ﹤0.01%
+315,096
1470
$10.1M ﹤0.01%
+1,503,085
1471
$10.1M ﹤0.01%
+149,246
1472
$10.1M ﹤0.01%
+302,531
1473
$10.1M ﹤0.01%
+624,480
1474
$10.1M ﹤0.01%
+556,156
1475
$10.1M ﹤0.01%
+233,376