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
2776
$927K ﹤0.01%
+173,269
2777
$922K ﹤0.01%
+287,369
2778
$921K ﹤0.01%
+39,503
2779
$918K ﹤0.01%
+21,501
2780
$917K ﹤0.01%
+46,580
2781
$915K ﹤0.01%
+147,796
2782
$911K ﹤0.01%
+25,632
2783
$910K ﹤0.01%
+16,043
2784
$907K ﹤0.01%
+59,701
2785
$906K ﹤0.01%
+37,357
2786
$903K ﹤0.01%
+17,736
2787
$902K ﹤0.01%
+7,688
2788
$900K ﹤0.01%
+37,516
2789
$898K ﹤0.01%
+34,213
2790
$895K ﹤0.01%
+73,422
2791
$895K ﹤0.01%
+96,416
2792
$894K ﹤0.01%
+51,624
2793
$892K ﹤0.01%
+188,636
2794
$892K ﹤0.01%
+30,071
2795
$890K ﹤0.01%
+39,925
2796
$889K ﹤0.01%
+225,382
2797
$888K ﹤0.01%
+61,900
2798
$885K ﹤0.01%
+29,692
2799
$884K ﹤0.01%
+53,750
2800
$883K ﹤0.01%
+174,159