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
2901
$688K ﹤0.01%
+102,064
2902
$687K ﹤0.01%
+37,549
2903
$687K ﹤0.01%
+41,713
2904
$684K ﹤0.01%
+76,948
2905
$680K ﹤0.01%
+1,866
2906
$677K ﹤0.01%
+23,122
2907
$675K ﹤0.01%
+19,526
2908
$672K ﹤0.01%
+37,312
2909
$672K ﹤0.01%
+289,904
2910
$666K ﹤0.01%
+7,410
2911
$666K ﹤0.01%
+32,858
2912
$666K ﹤0.01%
+122,206
2913
$662K ﹤0.01%
+18,912
2914
$661K ﹤0.01%
+16,488
2915
$661K ﹤0.01%
+50,632
2916
$657K ﹤0.01%
+6,606
2917
$656K ﹤0.01%
+33,445
2918
$655K ﹤0.01%
+1,956
2919
$653K ﹤0.01%
+74,376
2920
$647K ﹤0.01%
+31,399
2921
$643K ﹤0.01%
+11,495
2922
$643K ﹤0.01%
+58,854
2923
$641K ﹤0.01%
+56,568
2924
$640K ﹤0.01%
+76,606
2925
$637K ﹤0.01%
+51,348