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
2501
$1.59M ﹤0.01%
+75,267
2502
$1.59M ﹤0.01%
+120,054
2503
$1.59M ﹤0.01%
+70,010
2504
$1.57M ﹤0.01%
+135,322
2505
$1.57M ﹤0.01%
+355,474
2506
$1.57M ﹤0.01%
+58,261
2507
$1.56M ﹤0.01%
+88,089
2508
$1.56M ﹤0.01%
+56,353
2509
$1.56M ﹤0.01%
+60,521
2510
$1.56M ﹤0.01%
+29,631
2511
$1.55M ﹤0.01%
+60,504
2512
$1.55M ﹤0.01%
+109,738
2513
$1.55M ﹤0.01%
+8,159
2514
$1.55M ﹤0.01%
+77,330
2515
$1.55M ﹤0.01%
+107,944
2516
$1.54M ﹤0.01%
+132,599
2517
$1.54M ﹤0.01%
+177,612
2518
$1.54M ﹤0.01%
+101,366
2519
$1.53M ﹤0.01%
+142,088
2520
$1.53M ﹤0.01%
+218,300
2521
$1.53M ﹤0.01%
+45,172
2522
$1.53M ﹤0.01%
+32,791
2523
$1.52M ﹤0.01%
+131,522
2524
$1.52M ﹤0.01%
+516,215
2525
$1.52M ﹤0.01%
+35,554