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
2176
$2.83M ﹤0.01%
+33,760
2177
$2.82M ﹤0.01%
+398,285
2178
$2.82M ﹤0.01%
+120,354
2179
$2.81M ﹤0.01%
+116,937
2180
$2.8M ﹤0.01%
+179,962
2181
$2.79M ﹤0.01%
+201,908
2182
$2.78M ﹤0.01%
+89,364
2183
$2.78M ﹤0.01%
+45,192
2184
$2.78M ﹤0.01%
+97,279
2185
$2.77M ﹤0.01%
+401,303
2186
$2.77M ﹤0.01%
+90,758
2187
$2.76M ﹤0.01%
+188,437
2188
$2.76M ﹤0.01%
+141,591
2189
$2.75M ﹤0.01%
+479,239
2190
$2.75M ﹤0.01%
+185,822
2191
$2.75M ﹤0.01%
+103,473
2192
$2.75M ﹤0.01%
+254,906
2193
$2.74M ﹤0.01%
+139,405
2194
$2.73M ﹤0.01%
+496,711
2195
$2.72M ﹤0.01%
+126,641
2196
$2.72M ﹤0.01%
+73,159
2197
$2.72M ﹤0.01%
+31,003
2198
$2.71M ﹤0.01%
+186,772
2199
$2.71M ﹤0.01%
+39,274
2200
$2.7M ﹤0.01%
+67,827