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
2076
$3.33M ﹤0.01%
+118,298
2077
$3.32M ﹤0.01%
+196,852
2078
$3.3M ﹤0.01%
+140,770
2079
$3.29M ﹤0.01%
+114,094
2080
$3.29M ﹤0.01%
+85,983
2081
$3.29M ﹤0.01%
+162,026
2082
$3.28M ﹤0.01%
+472,402
2083
$3.28M ﹤0.01%
+491,364
2084
$3.28M ﹤0.01%
+95,559
2085
$3.27M ﹤0.01%
+282,725
2086
$3.26M ﹤0.01%
+18,511
2087
$3.25M ﹤0.01%
+173,612
2088
$3.25M ﹤0.01%
+55,872
2089
$3.25M ﹤0.01%
+455,826
2090
$3.25M ﹤0.01%
+228,388
2091
$3.24M ﹤0.01%
+283,298
2092
$3.24M ﹤0.01%
+199,835
2093
$3.23M ﹤0.01%
+97,314
2094
$3.22M ﹤0.01%
+185,613
2095
$3.22M ﹤0.01%
+342,005
2096
$3.21M ﹤0.01%
+217,512
2097
$3.2M ﹤0.01%
+200,000
2098
$3.2M ﹤0.01%
+93,528
2099
$3.2M ﹤0.01%
+275,071
2100
$3.2M ﹤0.01%
+53,391