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
2976
$559K ﹤0.01%
+50,670
2977
$558K ﹤0.01%
+25,308
2978
$558K ﹤0.01%
+29,026
2979
$558K ﹤0.01%
+102,130
2980
$556K ﹤0.01%
+11,532
2981
$555K ﹤0.01%
+149,800
2982
$555K ﹤0.01%
+13,649
2983
$553K ﹤0.01%
+33,392
2984
$551K ﹤0.01%
+28,160
2985
$550K ﹤0.01%
+38,610
2986
$550K ﹤0.01%
+18,323
2987
$550K ﹤0.01%
+10,238
2988
$548K ﹤0.01%
+30,180
2989
$546K ﹤0.01%
+11,815
2990
$546K ﹤0.01%
+17,203
2991
$545K ﹤0.01%
+13,000
2992
$543K ﹤0.01%
+15,253
2993
$543K ﹤0.01%
+7,492
2994
$541K ﹤0.01%
+34,899
2995
$541K ﹤0.01%
+11,796
2996
$540K ﹤0.01%
+9,029
2997
$536K ﹤0.01%
+20,280
2998
$536K ﹤0.01%
+9,802
2999
$535K ﹤0.01%
+47,708
3000
$535K ﹤0.01%
+23,944