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
1526
$8.99M ﹤0.01%
+1,508,615
1527
$8.98M ﹤0.01%
+337,755
1528
$8.96M ﹤0.01%
+29,535
1529
$8.94M ﹤0.01%
+270,369
1530
$8.92M ﹤0.01%
+321,139
1531
$8.87M ﹤0.01%
+185,850
1532
$8.87M ﹤0.01%
+399,788
1533
$8.87M ﹤0.01%
+623,817
1534
$8.84M ﹤0.01%
+435,418
1535
$8.81M ﹤0.01%
+198,689
1536
$8.8M ﹤0.01%
+16,699
1537
$8.77M ﹤0.01%
+514,516
1538
$8.76M ﹤0.01%
+374,233
1539
$8.74M ﹤0.01%
+83,769
1540
$8.72M ﹤0.01%
+221,890
1541
$8.72M ﹤0.01%
+209,226
1542
$8.71M ﹤0.01%
+486,877
1543
$8.69M ﹤0.01%
+596,885
1544
$8.67M ﹤0.01%
+261,986
1545
$8.64M ﹤0.01%
+1,565,153
1546
$8.61M ﹤0.01%
+477,254
1547
$8.6M ﹤0.01%
+452,975
1548
$8.59M ﹤0.01%
+401,332
1549
$8.56M ﹤0.01%
+910,818
1550
$8.56M ﹤0.01%
+288,199