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
1576
$8.07M ﹤0.01%
+306,656
1577
$8.03M ﹤0.01%
+235,840
1578
$8.03M ﹤0.01%
+73,297
1579
$8.03M ﹤0.01%
+246,954
1580
$8.02M ﹤0.01%
+299,182
1581
$7.98M ﹤0.01%
+178,763
1582
$7.98M ﹤0.01%
+345,144
1583
$7.98M ﹤0.01%
+212,464
1584
$7.94M ﹤0.01%
+118,533
1585
$7.94M ﹤0.01%
+245,090
1586
$7.92M ﹤0.01%
+1,322,156
1587
$7.91M ﹤0.01%
+273,375
1588
$7.89M ﹤0.01%
+128,791
1589
$7.88M ﹤0.01%
+293,951
1590
$7.86M ﹤0.01%
+527,275
1591
$7.82M ﹤0.01%
+744,394
1592
$7.8M ﹤0.01%
+928,697
1593
$7.79M ﹤0.01%
+191,493
1594
$7.79M ﹤0.01%
+187,810
1595
$7.78M ﹤0.01%
+141,932
1596
$7.78M ﹤0.01%
+348,129
1597
$7.77M ﹤0.01%
+215,398
1598
$7.77M ﹤0.01%
+344,578
1599
$7.74M ﹤0.01%
+266,799
1600
$7.73M ﹤0.01%
+196,815