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
2876
$739K ﹤0.01%
+38,529
2877
$733K ﹤0.01%
+43,810
2878
$731K ﹤0.01%
+31,043
2879
$730K ﹤0.01%
+8,208
2880
$728K ﹤0.01%
+63,700
2881
$724K ﹤0.01%
+36,966
2882
$721K ﹤0.01%
+32,119
2883
$721K ﹤0.01%
+7,574
2884
$719K ﹤0.01%
+14,878
2885
$719K ﹤0.01%
+72,792
2886
$718K ﹤0.01%
+14,302
2887
$717K ﹤0.01%
+22,606
2888
$715K ﹤0.01%
+82,162
2889
$714K ﹤0.01%
+13,167
2890
$714K ﹤0.01%
+50,450
2891
$714K ﹤0.01%
+25,272
2892
$713K ﹤0.01%
+30,300
2893
$711K ﹤0.01%
+21,524
2894
$709K ﹤0.01%
+77,812
2895
$708K ﹤0.01%
+6,419
2896
$705K ﹤0.01%
+2,842
2897
$704K ﹤0.01%
+34,137
2898
$704K ﹤0.01%
+5,240
2899
$703K ﹤0.01%
+46,853
2900
$703K ﹤0.01%
+11,500