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
3226
$274K ﹤0.01%
+14,259
3227
$274K ﹤0.01%
+32,597
3228
$273K ﹤0.01%
+31,654
3229
$273K ﹤0.01%
+9,505
3230
$272K ﹤0.01%
+17,000
3231
$271K ﹤0.01%
+12,831
3232
$271K ﹤0.01%
+41,873
3233
$270K ﹤0.01%
+1,018
3234
$267K ﹤0.01%
+11,924
3235
$267K ﹤0.01%
+8,541
3236
$267K ﹤0.01%
+55,344
3237
$267K ﹤0.01%
+35,302
3238
$266K ﹤0.01%
+53,470
3239
$266K ﹤0.01%
+7,409
3240
$266K ﹤0.01%
+42,226
3241
$265K ﹤0.01%
+18,750
3242
$265K ﹤0.01%
+13,579
3243
$265K ﹤0.01%
+24,511
3244
$263K ﹤0.01%
+10,410
3245
$261K ﹤0.01%
+10,101
3246
$261K ﹤0.01%
+11,229
3247
$261K ﹤0.01%
+33,866
3248
$260K ﹤0.01%
+6,231
3249
$259K ﹤0.01%
+12,760
3250
$259K ﹤0.01%
+44,324