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
3126
$367K ﹤0.01%
+36,712
3127
$366K ﹤0.01%
+16,443
3128
$366K ﹤0.01%
+715
3129
$365K ﹤0.01%
+35,375
3130
$365K ﹤0.01%
+16,877
3131
$361K ﹤0.01%
+31,322
3132
$360K ﹤0.01%
+12,573
3133
$359K ﹤0.01%
+11,385
3134
$359K ﹤0.01%
+38,305
3135
$358K ﹤0.01%
+21,096
3136
$358K ﹤0.01%
+35,212
3137
$357K ﹤0.01%
+13,181
3138
$357K ﹤0.01%
+16,718
3139
$355K ﹤0.01%
+48,696
3140
$354K ﹤0.01%
+50,295
3141
$353K ﹤0.01%
+20,391
3142
$353K ﹤0.01%
+14,965
3143
$352K ﹤0.01%
+47,060
3144
$352K ﹤0.01%
+19,726
3145
$350K ﹤0.01%
+8,449
3146
$346K ﹤0.01%
+18,134
3147
$344K ﹤0.01%
+4,320
3148
$344K ﹤0.01%
+6,506
3149
$341K ﹤0.01%
+13,287
3150
$340K ﹤0.01%
+22,622