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
2001
$3.77M ﹤0.01%
+119,583
2002
$3.77M ﹤0.01%
+279,664
2003
$3.77M ﹤0.01%
+72,685
2004
$3.76M ﹤0.01%
+100,000
2005
$3.74M ﹤0.01%
+174,121
2006
$3.74M ﹤0.01%
+238,487
2007
$3.74M ﹤0.01%
+113,305
2008
$3.72M ﹤0.01%
+73,550
2009
$3.71M ﹤0.01%
+161,267
2010
$3.71M ﹤0.01%
+200,805
2011
$3.7M ﹤0.01%
+226,250
2012
$3.7M ﹤0.01%
+320,130
2013
$3.7M ﹤0.01%
+98,390
2014
$3.7M ﹤0.01%
+357,155
2015
$3.69M ﹤0.01%
+137,666
2016
$3.69M ﹤0.01%
+113,291
2017
$3.69M ﹤0.01%
+205,908
2018
$3.68M ﹤0.01%
+80,977
2019
$3.67M ﹤0.01%
+71,183
2020
$3.66M ﹤0.01%
+182,140
2021
$3.65M ﹤0.01%
+104,792
2022
$3.63M ﹤0.01%
+206,715
2023
$3.63M ﹤0.01%
+122,521
2024
$3.6M ﹤0.01%
+217,827
2025
$3.59M ﹤0.01%
+155,048