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
2951
$598K ﹤0.01%
+13,141
2952
$598K ﹤0.01%
+94,462
2953
$593K ﹤0.01%
+213,294
2954
$591K ﹤0.01%
+25,001
2955
$588K ﹤0.01%
+29,124
2956
$585K ﹤0.01%
+2,572
2957
$584K ﹤0.01%
+77,204
2958
$582K ﹤0.01%
+27,715
2959
$581K ﹤0.01%
+5,522
2960
$579K ﹤0.01%
+40,854
2961
$578K ﹤0.01%
+8,454
2962
$577K ﹤0.01%
+81,685
2963
$576K ﹤0.01%
+126,827
2964
$575K ﹤0.01%
+126,628
2965
$574K ﹤0.01%
+341,679
2966
$572K ﹤0.01%
+44,592
2967
$570K ﹤0.01%
+244,632
2968
$569K ﹤0.01%
+30,508
2969
$568K ﹤0.01%
+30,865
2970
$566K ﹤0.01%
+96,274
2971
$564K ﹤0.01%
+20,014
2972
$564K ﹤0.01%
+7,853
2973
$562K ﹤0.01%
+5,213
2974
$561K ﹤0.01%
+37,857
2975
$561K ﹤0.01%
+11,135