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
3076
$413K ﹤0.01%
+29,378
3077
$413K ﹤0.01%
+17,900
3078
$412K ﹤0.01%
+5,177
3079
$412K ﹤0.01%
+52,647
3080
$411K ﹤0.01%
+32,492
3081
$411K ﹤0.01%
+37,696
3082
$406K ﹤0.01%
+24,170
3083
$406K ﹤0.01%
+51,919
3084
$405K ﹤0.01%
+28,246
3085
$405K ﹤0.01%
+80,283
3086
$404K ﹤0.01%
+174,484
3087
$403K ﹤0.01%
+10,177
3088
$403K ﹤0.01%
+6,102
3089
$403K ﹤0.01%
+46,420
3090
$400K ﹤0.01%
+9,196
3091
$400K ﹤0.01%
+8,276
3092
$400K ﹤0.01%
+26,779
3093
$397K ﹤0.01%
+12,402
3094
$397K ﹤0.01%
+11,852
3095
$397K ﹤0.01%
+33,894
3096
$396K ﹤0.01%
+2,824
3097
$394K ﹤0.01%
+69,511
3098
$393K ﹤0.01%
+18,856
3099
$390K ﹤0.01%
+18,418
3100
$390K ﹤0.01%
+13,874