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
2151
$2.98M ﹤0.01%
+476,483
2152
$2.97M ﹤0.01%
+569,489
2153
$2.96M ﹤0.01%
+99,097
2154
$2.96M ﹤0.01%
+110,003
2155
$2.95M ﹤0.01%
+63,105
2156
$2.95M ﹤0.01%
+38,733
2157
$2.94M ﹤0.01%
+363,192
2158
$2.93M ﹤0.01%
+436,143
2159
$2.92M ﹤0.01%
+260,591
2160
$2.92M ﹤0.01%
+146,589
2161
$2.91M ﹤0.01%
+54,014
2162
$2.91M ﹤0.01%
+157,256
2163
$2.9M ﹤0.01%
+272,370
2164
$2.9M ﹤0.01%
+64,565
2165
$2.89M ﹤0.01%
+209
2166
$2.89M ﹤0.01%
+305,143
2167
$2.88M ﹤0.01%
+149,259
2168
$2.88M ﹤0.01%
+165,708
2169
$2.87M ﹤0.01%
+59,652
2170
$2.85M ﹤0.01%
+76,137
2171
$2.85M ﹤0.01%
+122,524
2172
$2.85M ﹤0.01%
+219,284
2173
$2.85M ﹤0.01%
+70,538
2174
$2.84M ﹤0.01%
+81,458
2175
$2.83M ﹤0.01%
+74,142