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
3176
$315K ﹤0.01%
+12,484
3177
$314K ﹤0.01%
+11,678
3178
$313K ﹤0.01%
+10,203
3179
$312K ﹤0.01%
+22,055
3180
$311K ﹤0.01%
+8,104
3181
$311K ﹤0.01%
+7,398
3182
$311K ﹤0.01%
+412
3183
$310K ﹤0.01%
+27,725
3184
$310K ﹤0.01%
+39,595
3185
$309K ﹤0.01%
+20,480
3186
$309K ﹤0.01%
+12,350
3187
$309K ﹤0.01%
+32,717
3188
$306K ﹤0.01%
+7,521
3189
$305K ﹤0.01%
+24,100
3190
$305K ﹤0.01%
+10,175
3191
$304K ﹤0.01%
+12,075
3192
$304K ﹤0.01%
+20,259
3193
$302K ﹤0.01%
+43,485
3194
$301K ﹤0.01%
+14,932
3195
$301K ﹤0.01%
+55,225
3196
$300K ﹤0.01%
+10,878
3197
$300K ﹤0.01%
+27,325
3198
$295K ﹤0.01%
+2,560
3199
$295K ﹤0.01%
+17,780
3200
$294K ﹤0.01%
+10,852