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
2551
$1.46M ﹤0.01%
+4,352
2552
$1.46M ﹤0.01%
+91,760
2553
$1.46M ﹤0.01%
+93,500
2554
$1.46M ﹤0.01%
+112,366
2555
$1.45M ﹤0.01%
+500,180
2556
$1.45M ﹤0.01%
+83,864
2557
$1.45M ﹤0.01%
+46,926
2558
$1.45M ﹤0.01%
+19,045
2559
$1.45M ﹤0.01%
+65,608
2560
$1.44M ﹤0.01%
+18,487
2561
$1.44M ﹤0.01%
+26,714
2562
$1.44M ﹤0.01%
+56,483
2563
$1.43M ﹤0.01%
+131,858
2564
$1.42M ﹤0.01%
+316,099
2565
$1.42M ﹤0.01%
+83,285
2566
$1.42M ﹤0.01%
+118,027
2567
$1.41M ﹤0.01%
+58,577
2568
$1.41M ﹤0.01%
+62,444
2569
$1.41M ﹤0.01%
+54,104
2570
$1.41M ﹤0.01%
+54,470
2571
$1.4M ﹤0.01%
+65,977
2572
$1.4M ﹤0.01%
+375,372
2573
$1.4M ﹤0.01%
+168,389
2574
$1.4M ﹤0.01%
+55,454
2575
$1.4M ﹤0.01%
+57,860