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
1776
$5.63M ﹤0.01%
+212,106
1777
$5.62M ﹤0.01%
+228,342
1778
$5.61M ﹤0.01%
+187,179
1779
$5.61M ﹤0.01%
+56,039
1780
$5.61M ﹤0.01%
+206,703
1781
$5.6M ﹤0.01%
+460,860
1782
$5.58M ﹤0.01%
+98,849
1783
$5.55M ﹤0.01%
+60,817
1784
$5.55M ﹤0.01%
+424,035
1785
$5.52M ﹤0.01%
+50,017
1786
$5.51M ﹤0.01%
+239,837
1787
$5.51M ﹤0.01%
+432,007
1788
$5.5M ﹤0.01%
+149,784
1789
$5.5M ﹤0.01%
+20,950
1790
$5.5M ﹤0.01%
+96,025
1791
$5.49M ﹤0.01%
+726,200
1792
$5.47M ﹤0.01%
+190,842
1793
$5.46M ﹤0.01%
+678,059
1794
$5.45M ﹤0.01%
+247,770
1795
$5.45M ﹤0.01%
+129,473
1796
$5.45M ﹤0.01%
+149,213
1797
$5.44M ﹤0.01%
+524,776
1798
$5.42M ﹤0.01%
+397,317
1799
$5.42M ﹤0.01%
+14,314
1800
$5.42M ﹤0.01%
+180,075