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
1676
$6.63M ﹤0.01%
+874,308
1677
$6.62M ﹤0.01%
+204,369
1678
$6.62M ﹤0.01%
+993,617
1679
$6.58M ﹤0.01%
+104,273
1680
$6.58M ﹤0.01%
+334,712
1681
$6.57M ﹤0.01%
+200,697
1682
$6.56M ﹤0.01%
+930,817
1683
$6.55M ﹤0.01%
+462,984
1684
$6.55M ﹤0.01%
+468,986
1685
$6.54M ﹤0.01%
+258,376
1686
$6.54M ﹤0.01%
+271,492
1687
$6.54M ﹤0.01%
+408,791
1688
$6.53M ﹤0.01%
+446,070
1689
$6.53M ﹤0.01%
+767,416
1690
$6.51M ﹤0.01%
+132,971
1691
$6.48M ﹤0.01%
+134,963
1692
$6.46M ﹤0.01%
+390,313
1693
$6.46M ﹤0.01%
+292,891
1694
$6.46M ﹤0.01%
+316,722
1695
$6.46M ﹤0.01%
+464,092
1696
$6.45M ﹤0.01%
+227,884
1697
$6.43M ﹤0.01%
+609,360
1698
$6.43M ﹤0.01%
+237,109
1699
$6.39M ﹤0.01%
+311,040
1700
$6.39M ﹤0.01%
+258,662