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
3151
$339K ﹤0.01%
+1,790
3152
$337K ﹤0.01%
+1,438
3153
$335K ﹤0.01%
+15,391
3154
$335K ﹤0.01%
+16,976
3155
$334K ﹤0.01%
+54,537
3156
$332K ﹤0.01%
+6,453
3157
$329K ﹤0.01%
+88,082
3158
$328K ﹤0.01%
+18,735
3159
$326K ﹤0.01%
+10,224
3160
$325K ﹤0.01%
+6,677
3161
$325K ﹤0.01%
+25,387
3162
$324K ﹤0.01%
+10,770
3163
$324K ﹤0.01%
+49,720
3164
$323K ﹤0.01%
+22,789
3165
$323K ﹤0.01%
+184,493
3166
$323K ﹤0.01%
+10,322
3167
$323K ﹤0.01%
+24,449
3168
$323K ﹤0.01%
+22,365
3169
$322K ﹤0.01%
+4,129
3170
$322K ﹤0.01%
+8,185
3171
$322K ﹤0.01%
+57,177
3172
$320K ﹤0.01%
+19,700
3173
$318K ﹤0.01%
+5,241
3174
$317K ﹤0.01%
+24,000
3175
$315K ﹤0.01%
+13,165