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
1751
$5.82M ﹤0.01%
+291,555
1752
$5.79M ﹤0.01%
+319,496
1753
$5.78M ﹤0.01%
+56,266
1754
$5.77M ﹤0.01%
+189,504
1755
$5.77M ﹤0.01%
+95,907
1756
$5.77M ﹤0.01%
+235,257
1757
$5.75M ﹤0.01%
+155,704
1758
$5.75M ﹤0.01%
+500,981
1759
$5.73M ﹤0.01%
+251,976
1760
$5.73M ﹤0.01%
+132,443
1761
$5.71M ﹤0.01%
+173,335
1762
$5.71M ﹤0.01%
+491,961
1763
$5.71M ﹤0.01%
+520,984
1764
$5.69M ﹤0.01%
+976,097
1765
$5.67M ﹤0.01%
+206,382
1766
$5.67M ﹤0.01%
+225,747
1767
$5.67M ﹤0.01%
+864,745
1768
$5.67M ﹤0.01%
+125,835
1769
$5.66M ﹤0.01%
+537,753
1770
$5.66M ﹤0.01%
+90,921
1771
$5.66M ﹤0.01%
+124,269
1772
$5.65M ﹤0.01%
+227,334
1773
$5.65M ﹤0.01%
+566,840
1774
$5.64M ﹤0.01%
+266,561
1775
$5.64M ﹤0.01%
+327,688