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
1976
$3.91M ﹤0.01%
+141,577
1977
$3.9M ﹤0.01%
+43,666
1978
$3.89M ﹤0.01%
+486,845
1979
$3.88M ﹤0.01%
+205,729
1980
$3.88M ﹤0.01%
+34,531
1981
$3.88M ﹤0.01%
+109,464
1982
$3.88M ﹤0.01%
+69,131
1983
$3.88M ﹤0.01%
+110,614
1984
$3.88M ﹤0.01%
+110,175
1985
$3.87M ﹤0.01%
+179,117
1986
$3.86M ﹤0.01%
+821,035
1987
$3.85M ﹤0.01%
+513,585
1988
$3.84M ﹤0.01%
+59,540
1989
$3.84M ﹤0.01%
+100,239
1990
$3.83M ﹤0.01%
+339,019
1991
$3.83M ﹤0.01%
+280,626
1992
$3.83M ﹤0.01%
+283,213
1993
$3.82M ﹤0.01%
+123,912
1994
$3.82M ﹤0.01%
+65,345
1995
$3.8M ﹤0.01%
+172,900
1996
$3.8M ﹤0.01%
+20,184
1997
$3.79M ﹤0.01%
+332,218
1998
$3.78M ﹤0.01%
+79,672
1999
$3.78M ﹤0.01%
+545,318
2000
$3.78M ﹤0.01%
+113,514