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
3276
$240K ﹤0.01%
+9,436
3277
$240K ﹤0.01%
+246
3278
$239K ﹤0.01%
+6,753
3279
$239K ﹤0.01%
+17,432
3280
$239K ﹤0.01%
+17,140
3281
$238K ﹤0.01%
+19,707
3282
$237K ﹤0.01%
+25,000
3283
$235K ﹤0.01%
+14,473
3284
$234K ﹤0.01%
+21,829
3285
$234K ﹤0.01%
+9,801
3286
$234K ﹤0.01%
+63,891
3287
$232K ﹤0.01%
+7,629
3288
$232K ﹤0.01%
+8,100
3289
$231K ﹤0.01%
+36,650
3290
$229K ﹤0.01%
+20,911
3291
$228K ﹤0.01%
+18,933
3292
$228K ﹤0.01%
+11,731
3293
$227K ﹤0.01%
+15,575
3294
$227K ﹤0.01%
+20,566
3295
$226K ﹤0.01%
+35,473
3296
$226K ﹤0.01%
+6,588
3297
$224K ﹤0.01%
+14,090
3298
$224K ﹤0.01%
+25,783
3299
$223K ﹤0.01%
+29,154
3300
$222K ﹤0.01%
+8,489