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
2376
$2M ﹤0.01%
+186,052
2377
$2M ﹤0.01%
+203,401
2378
$2M ﹤0.01%
+83,781
2379
$1.99M ﹤0.01%
+104,034
2380
$1.99M ﹤0.01%
+49,403
2381
$1.99M ﹤0.01%
+60,451
2382
$1.98M ﹤0.01%
+441,694
2383
$1.98M ﹤0.01%
+58,411
2384
$1.97M ﹤0.01%
+123,258
2385
$1.96M ﹤0.01%
+99,921
2386
$1.96M ﹤0.01%
+87,208
2387
$1.96M ﹤0.01%
+73,230
2388
$1.96M ﹤0.01%
+30,387
2389
$1.95M ﹤0.01%
+79,649
2390
$1.95M ﹤0.01%
+81,652
2391
$1.95M ﹤0.01%
+41,134
2392
$1.94M ﹤0.01%
+81,913
2393
$1.94M ﹤0.01%
+145,431
2394
$1.93M ﹤0.01%
+82,286
2395
$1.93M ﹤0.01%
+42,322
2396
$1.93M ﹤0.01%
+50,847
2397
$1.93M ﹤0.01%
+71,531
2398
$1.92M ﹤0.01%
+81,809
2399
$1.92M ﹤0.01%
+16,893
2400
$1.91M ﹤0.01%
+117,903