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
3051
$464K ﹤0.01%
+20,946
3052
$463K ﹤0.01%
+56,772
3053
$463K ﹤0.01%
+11,788
3054
$462K ﹤0.01%
+33,655
3055
$462K ﹤0.01%
+28,188
3056
$460K ﹤0.01%
+63,174
3057
$455K ﹤0.01%
+44,055
3058
$454K ﹤0.01%
+107,833
3059
$453K ﹤0.01%
+16,357
3060
$445K ﹤0.01%
+36,622
3061
$442K ﹤0.01%
+33,645
3062
$438K ﹤0.01%
+46,542
3063
$437K ﹤0.01%
+9,680
3064
$435K ﹤0.01%
+75,741
3065
$430K ﹤0.01%
+17,287
3066
$429K ﹤0.01%
+25,057
3067
$425K ﹤0.01%
+14,380
3068
$424K ﹤0.01%
+2,584
3069
$424K ﹤0.01%
+43,452
3070
$419K ﹤0.01%
+6,210
3071
$418K ﹤0.01%
+9,951
3072
$417K ﹤0.01%
+12,450
3073
$416K ﹤0.01%
+13,621
3074
$414K ﹤0.01%
+4,518
3075
$414K ﹤0.01%
+11,838