JP Morgan Chase & Co

JP Morgan Chase & Co Portfolio holdings

AUM $1.57T
1-Year Est. Return 25.06%
 

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 Quarter Est. Return
1 Year Est. Return
+25.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$299B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,851
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 13.66%
2 Healthcare 10.44%
3 Technology 9.97%
4 Energy 9.44%
5 Consumer Discretionary 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$1.68M ﹤0.01%
+39,012
2477
$1.68M ﹤0.01%
+56,402
2478
$1.67M ﹤0.01%
+102,863
2479
$1.67M ﹤0.01%
+120,015
2480
$1.66M ﹤0.01%
+209,043
2481
$1.65M ﹤0.01%
+114,266
2482
$1.64M ﹤0.01%
+34,286
2483
$1.64M ﹤0.01%
+60,600
2484
$1.64M ﹤0.01%
+70,376
2485
$1.63M ﹤0.01%
+50,000
2486
$1.63M ﹤0.01%
+124,230
2487
$1.63M ﹤0.01%
+73,066
2488
$1.63M ﹤0.01%
+34,935
2489
$1.63M ﹤0.01%
+77,321
2490
$1.62M ﹤0.01%
+30
2491
$1.62M ﹤0.01%
+170,999
2492
$1.61M ﹤0.01%
+98,800
2493
$1.6M ﹤0.01%
+47,395
2494
$1.6M ﹤0.01%
+9,181
2495
$1.6M ﹤0.01%
+628,838
2496
$1.6M ﹤0.01%
+41,225
2497
$1.6M ﹤0.01%
+57,964
2498
$1.6M ﹤0.01%
+27,050
2499
$1.6M ﹤0.01%
+1,207
2500
$1.59M ﹤0.01%
+105,222