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
3026
$499K ﹤0.01%
+16,684
3027
$496K ﹤0.01%
+3,789
3028
$495K ﹤0.01%
+40,757
3029
$495K ﹤0.01%
+185,463
3030
$493K ﹤0.01%
+6,324
3031
$492K ﹤0.01%
+36,243
3032
$492K ﹤0.01%
+53,224
3033
$491K ﹤0.01%
+17,121
3034
$489K ﹤0.01%
+36,902
3035
$488K ﹤0.01%
+118,590
3036
$487K ﹤0.01%
+120,800
3037
$486K ﹤0.01%
+28,642
3038
$483K ﹤0.01%
+25,200
3039
$480K ﹤0.01%
+28,894
3040
$479K ﹤0.01%
+165,315
3041
$478K ﹤0.01%
+13,982
3042
$477K ﹤0.01%
+6,935
3043
$473K ﹤0.01%
+10,526
3044
$473K ﹤0.01%
+30,314
3045
$473K ﹤0.01%
+12,535
3046
$471K ﹤0.01%
+16,557
3047
$469K ﹤0.01%
+20,813
3048
$469K ﹤0.01%
+60,343
3049
$467K ﹤0.01%
+27,672
3050
$464K ﹤0.01%
+59,442