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
2576
$1.4M ﹤0.01%
+26,670
2577
$1.4M ﹤0.01%
+45,846
2578
$1.39M ﹤0.01%
+173,359
2579
$1.39M ﹤0.01%
+23,337
2580
$1.39M ﹤0.01%
+464,838
2581
$1.38M ﹤0.01%
+89,197
2582
$1.38M ﹤0.01%
+80,652
2583
$1.38M ﹤0.01%
+6,137
2584
$1.37M ﹤0.01%
+76,023
2585
$1.36M ﹤0.01%
+54,934
2586
$1.36M ﹤0.01%
+58,430
2587
$1.36M ﹤0.01%
+145,457
2588
$1.36M ﹤0.01%
+88,755
2589
$1.36M ﹤0.01%
+177,741
2590
$1.36M ﹤0.01%
+33,778
2591
$1.35M ﹤0.01%
+49,808
2592
$1.35M ﹤0.01%
+58,961
2593
$1.35M ﹤0.01%
+42,843
2594
$1.35M ﹤0.01%
+37,300
2595
$1.35M ﹤0.01%
+83,857
2596
$1.34M ﹤0.01%
+26,192
2597
$1.34M ﹤0.01%
+47,358
2598
$1.34M ﹤0.01%
+200,162
2599
$1.34M ﹤0.01%
+24,144
2600
$1.34M ﹤0.01%
+60,854