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
2026
$3.58M ﹤0.01%
+144,925
2027
$3.57M ﹤0.01%
+106,073
2028
$3.56M ﹤0.01%
+208,300
2029
$3.56M ﹤0.01%
+80,909
2030
$3.56M ﹤0.01%
+142,646
2031
$3.55M ﹤0.01%
+43,921
2032
$3.53M ﹤0.01%
+70,808
2033
$3.53M ﹤0.01%
+306,668
2034
$3.52M ﹤0.01%
+676,635
2035
$3.52M ﹤0.01%
+226,147
2036
$3.52M ﹤0.01%
+1,112,762
2037
$3.51M ﹤0.01%
+123,356
2038
$3.49M ﹤0.01%
+129,650
2039
$3.49M ﹤0.01%
+49,561
2040
$3.49M ﹤0.01%
+156,379
2041
$3.48M ﹤0.01%
+93,069
2042
$3.48M ﹤0.01%
+144,362
2043
$3.48M ﹤0.01%
+20,401
2044
$3.47M ﹤0.01%
+215,332
2045
$3.47M ﹤0.01%
+69,581
2046
$3.47M ﹤0.01%
+279,714
2047
$3.47M ﹤0.01%
+101,791
2048
$3.47M ﹤0.01%
+51,745
2049
$3.46M ﹤0.01%
+264,916
2050
$3.46M ﹤0.01%
+49,491