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
1476
$10.1M ﹤0.01%
+1,748,504
1477
$10M ﹤0.01%
+171,889
1478
$9.99M ﹤0.01%
+306,837
1479
$9.99M ﹤0.01%
+287,226
1480
$9.96M ﹤0.01%
+610,366
1481
$9.95M ﹤0.01%
+754,009
1482
$9.9M ﹤0.01%
+152,938
1483
$9.89M ﹤0.01%
+380,215
1484
$9.87M ﹤0.01%
+875,025
1485
$9.86M ﹤0.01%
+100,000
1486
$9.85M ﹤0.01%
+136,486
1487
$9.84M ﹤0.01%
+382,962
1488
$9.83M ﹤0.01%
+159,308
1489
$9.81M ﹤0.01%
+399,215
1490
$9.77M ﹤0.01%
+130,955
1491
$9.76M ﹤0.01%
+264,909
1492
$9.74M ﹤0.01%
+4,932,469
1493
$9.73M ﹤0.01%
+1,475,084
1494
$9.68M ﹤0.01%
+376,983
1495
$9.67M ﹤0.01%
+603,370
1496
$9.57M ﹤0.01%
+391,067
1497
$9.56M ﹤0.01%
+397,326
1498
$9.54M ﹤0.01%
+200,323
1499
$9.52M ﹤0.01%
+282,166
1500
$9.48M ﹤0.01%
+178,293