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
3001
$533K ﹤0.01%
+49,375
3002
$532K ﹤0.01%
+33,254
3003
$530K ﹤0.01%
+21,650
3004
$530K ﹤0.01%
+130,639
3005
$527K ﹤0.01%
+59,559
3006
$524K ﹤0.01%
+117,419
3007
$522K ﹤0.01%
+2,134
3008
$522K ﹤0.01%
+144,459
3009
$521K ﹤0.01%
+56,538
3010
$520K ﹤0.01%
+16,480
3011
$520K ﹤0.01%
+34,961
3012
$520K ﹤0.01%
+92,811
3013
$519K ﹤0.01%
+47,690
3014
$519K ﹤0.01%
+14,775
3015
$519K ﹤0.01%
+40,570
3016
$518K ﹤0.01%
+67,358
3017
$516K ﹤0.01%
+18,645
3018
$516K ﹤0.01%
+32,478
3019
$514K ﹤0.01%
+85,431
3020
$507K ﹤0.01%
+12,641
3021
$503K ﹤0.01%
+69,819
3022
$502K ﹤0.01%
+61,801
3023
$500K ﹤0.01%
+4,139
3024
$500K ﹤0.01%
+25,502
3025
$500K ﹤0.01%
+54,080