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
1901
$4.46M ﹤0.01%
+179,829
1902
$4.45M ﹤0.01%
+564,021
1903
$4.43M ﹤0.01%
+128,298
1904
$4.43M ﹤0.01%
+337,105
1905
$4.42M ﹤0.01%
+118,816
1906
$4.42M ﹤0.01%
+1,105,238
1907
$4.42M ﹤0.01%
+265,694
1908
$4.42M ﹤0.01%
+203,636
1909
$4.41M ﹤0.01%
+97,571
1910
$4.41M ﹤0.01%
+146,090
1911
$4.41M ﹤0.01%
+728,334
1912
$4.4M ﹤0.01%
+199,266
1913
$4.4M ﹤0.01%
+110,791
1914
$4.4M ﹤0.01%
+162,074
1915
$4.38M ﹤0.01%
+167,153
1916
$4.38M ﹤0.01%
+66,801
1917
$4.38M ﹤0.01%
+1,580,468
1918
$4.34M ﹤0.01%
+105,081
1919
$4.3M ﹤0.01%
+1,415,517
1920
$4.3M ﹤0.01%
+324,794
1921
$4.3M ﹤0.01%
+86,466
1922
$4.3M ﹤0.01%
+97,157
1923
$4.28M ﹤0.01%
+97,857
1924
$4.27M ﹤0.01%
+93,494
1925
$4.26M ﹤0.01%
+151,499