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
1926
$4.26M ﹤0.01%
+298,453
1927
$4.26M ﹤0.01%
+76,459
1928
$4.25M ﹤0.01%
+101,803
1929
$4.21M ﹤0.01%
+92,847
1930
$4.2M ﹤0.01%
+660,236
1931
$4.2M ﹤0.01%
+209,405
1932
$4.17M ﹤0.01%
+267,545
1933
$4.17M ﹤0.01%
+173,738
1934
$4.16M ﹤0.01%
+64,089
1935
$4.16M ﹤0.01%
+263,815
1936
$4.16M ﹤0.01%
+52,895
1937
$4.15M ﹤0.01%
+84,096
1938
$4.14M ﹤0.01%
+374,372
1939
$4.13M ﹤0.01%
+496,411
1940
$4.11M ﹤0.01%
+215,028
1941
$4.11M ﹤0.01%
+132,337
1942
$4.11M ﹤0.01%
+82,569
1943
$4.1M ﹤0.01%
+160,002
1944
$4.1M ﹤0.01%
+64,842
1945
$4.1M ﹤0.01%
+189,104
1946
$4.08M ﹤0.01%
+780,902
1947
$4.08M ﹤0.01%
+78,983
1948
$4.08M ﹤0.01%
+164,927
1949
$4.07M ﹤0.01%
+472,009
1950
$4.06M ﹤0.01%
+477,085