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
2276
$2.38M ﹤0.01%
+105,432
2277
$2.38M ﹤0.01%
+130,390
2278
$2.38M ﹤0.01%
+43,581
2279
$2.37M ﹤0.01%
+599
2280
$2.37M ﹤0.01%
+83,100
2281
$2.37M ﹤0.01%
+400,678
2282
$2.37M ﹤0.01%
+159,509
2283
$2.37M ﹤0.01%
+108,294
2284
$2.37M ﹤0.01%
+115,733
2285
$2.36M ﹤0.01%
+79,294
2286
$2.36M ﹤0.01%
+44,578
2287
$2.36M ﹤0.01%
+288,865
2288
$2.36M ﹤0.01%
+170,892
2289
$2.36M ﹤0.01%
+90,687
2290
$2.36M ﹤0.01%
+300,757
2291
$2.36M ﹤0.01%
+176,077
2292
$2.36M ﹤0.01%
+131,096
2293
$2.35M ﹤0.01%
+146,232
2294
$2.35M ﹤0.01%
+78,746
2295
$2.35M ﹤0.01%
+83,421
2296
$2.35M ﹤0.01%
+56,831
2297
$2.35M ﹤0.01%
+47,230
2298
$2.34M ﹤0.01%
+67,970
2299
$2.34M ﹤0.01%
+60,623
2300
$2.33M ﹤0.01%
+277,165