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
2451
$1.75M ﹤0.01%
+57,873
2452
$1.75M ﹤0.01%
+105,668
2453
$1.75M ﹤0.01%
+69,934
2454
$1.75M ﹤0.01%
+366,626
2455
$1.74M ﹤0.01%
+65,000
2456
$1.74M ﹤0.01%
+252
2457
$1.74M ﹤0.01%
+32,266
2458
$1.74M ﹤0.01%
+35,784
2459
$1.74M ﹤0.01%
+115,222
2460
$1.72M ﹤0.01%
+109,323
2461
$1.72M ﹤0.01%
+150,608
2462
$1.72M ﹤0.01%
+131,580
2463
$1.72M ﹤0.01%
+1,238,273
2464
$1.72M ﹤0.01%
+109,797
2465
$1.72M ﹤0.01%
+101,231
2466
$1.72M ﹤0.01%
+36,668
2467
$1.71M ﹤0.01%
+36,092
2468
$1.71M ﹤0.01%
+174,099
2469
$1.71M ﹤0.01%
+206,273
2470
$1.7M ﹤0.01%
+46,239
2471
$1.69M ﹤0.01%
+83,899
2472
$1.69M ﹤0.01%
+39,198
2473
$1.69M ﹤0.01%
+60,643
2474
$1.68M ﹤0.01%
+128,643
2475
$1.68M ﹤0.01%
+39,012