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
1651
$6.94M ﹤0.01%
+195,879
1652
$6.94M ﹤0.01%
+301,448
1653
$6.93M ﹤0.01%
+725,353
1654
$6.91M ﹤0.01%
+140,512
1655
$6.9M ﹤0.01%
+410,961
1656
$6.88M ﹤0.01%
+184,668
1657
$6.87M ﹤0.01%
+520,352
1658
$6.87M ﹤0.01%
+394,503
1659
$6.86M ﹤0.01%
+156,126
1660
$6.83M ﹤0.01%
+836,409
1661
$6.83M ﹤0.01%
+334,220
1662
$6.82M ﹤0.01%
+223,211
1663
$6.81M ﹤0.01%
+480,134
1664
$6.8M ﹤0.01%
+168,609
1665
$6.8M ﹤0.01%
+170,010
1666
$6.78M ﹤0.01%
+157,013
1667
$6.77M ﹤0.01%
+423,790
1668
$6.75M ﹤0.01%
+186,590
1669
$6.73M ﹤0.01%
+562,585
1670
$6.73M ﹤0.01%
+677,131
1671
$6.69M ﹤0.01%
+477,431
1672
$6.68M ﹤0.01%
+1,587,380
1673
$6.66M ﹤0.01%
+78,020
1674
$6.64M ﹤0.01%
+176,676
1675
$6.63M ﹤0.01%
+319,135