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
3251
$259K ﹤0.01%
+6,726
3252
$258K ﹤0.01%
+18,012
3253
$258K ﹤0.01%
+26,400
3254
$258K ﹤0.01%
+5,891
3255
$255K ﹤0.01%
+10,884
3256
$255K ﹤0.01%
+16,974
3257
$253K ﹤0.01%
+22,190
3258
$252K ﹤0.01%
+5,794
3259
$252K ﹤0.01%
+13,563
3260
$251K ﹤0.01%
+14,369
3261
$251K ﹤0.01%
+36,100
3262
$249K ﹤0.01%
+11,700
3263
$248K ﹤0.01%
+9,406
3264
$247K ﹤0.01%
+39,926
3265
$245K ﹤0.01%
+33,059
3266
$244K ﹤0.01%
+25,426
3267
$244K ﹤0.01%
+16,988
3268
$243K ﹤0.01%
+7,842
3269
$242K ﹤0.01%
+20,353
3270
$242K ﹤0.01%
+2,281
3271
$242K ﹤0.01%
+9,190
3272
$241K ﹤0.01%
+4,737
3273
$241K ﹤0.01%
+20,611
3274
$240K ﹤0.01%
+2,279
3275
$240K ﹤0.01%
+24