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
2751
$985K ﹤0.01%
+165,308
2752
$983K ﹤0.01%
+12,816
2753
$981K ﹤0.01%
+31,337
2754
$980K ﹤0.01%
+20,399
2755
$978K ﹤0.01%
+174,300
2756
$977K ﹤0.01%
+27,900
2757
$975K ﹤0.01%
+46,196
2758
$974K ﹤0.01%
+42,031
2759
$972K ﹤0.01%
+62,000
2760
$971K ﹤0.01%
+158,790
2761
$966K ﹤0.01%
+29,115
2762
$963K ﹤0.01%
+3,279
2763
$962K ﹤0.01%
+39,281
2764
$958K ﹤0.01%
+115,268
2765
$957K ﹤0.01%
+81,658
2766
$956K ﹤0.01%
+194,039
2767
$953K ﹤0.01%
+134,289
2768
$947K ﹤0.01%
+48,926
2769
$945K ﹤0.01%
+7,105
2770
$940K ﹤0.01%
+18,628
2771
$935K ﹤0.01%
+91,176
2772
$935K ﹤0.01%
+8,514
2773
$933K ﹤0.01%
+8,660
2774
$932K ﹤0.01%
+11,230
2775
$930K ﹤0.01%
+19,030