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
2526
$1.52M ﹤0.01%
+42,132
2527
$1.52M ﹤0.01%
+73,051
2528
$1.51M ﹤0.01%
+77,320
2529
$1.51M ﹤0.01%
+108,547
2530
$1.51M ﹤0.01%
+70,263
2531
$1.51M ﹤0.01%
+71,819
2532
$1.5M ﹤0.01%
+31,362
2533
$1.5M ﹤0.01%
+260,814
2534
$1.5M ﹤0.01%
+55,837
2535
$1.5M ﹤0.01%
+115,943
2536
$1.5M ﹤0.01%
+80,688
2537
$1.5M ﹤0.01%
+44,675
2538
$1.49M ﹤0.01%
+60,142
2539
$1.49M ﹤0.01%
+207,143
2540
$1.49M ﹤0.01%
+51,749
2541
$1.49M ﹤0.01%
+23,874
2542
$1.49M ﹤0.01%
+110,704
2543
$1.48M ﹤0.01%
+69,580
2544
$1.48M ﹤0.01%
+45,974
2545
$1.48M ﹤0.01%
+164,694
2546
$1.48M ﹤0.01%
+27,343
2547
$1.47M ﹤0.01%
+72,597
2548
$1.47M ﹤0.01%
+98,069
2549
$1.47M ﹤0.01%
+60,784
2550
$1.46M ﹤0.01%
+58,828