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
3301
$221K ﹤0.01%
+11,100
3302
$219K ﹤0.01%
+26,218
3303
$219K ﹤0.01%
+2,310
3304
$216K ﹤0.01%
+9,308
3305
$216K ﹤0.01%
+31,629
3306
$216K ﹤0.01%
+23,597
3307
$214K ﹤0.01%
+7,038
3308
$214K ﹤0.01%
+6,722
3309
$214K ﹤0.01%
+9,293
3310
$213K ﹤0.01%
+15,146
3311
$213K ﹤0.01%
+6,372
3312
$212K ﹤0.01%
+9,870
3313
$212K ﹤0.01%
+6,007
3314
$212K ﹤0.01%
+4,439
3315
$211K ﹤0.01%
+14,310
3316
$210K ﹤0.01%
+2,537
3317
$209K ﹤0.01%
+3,387
3318
$209K ﹤0.01%
+11,220
3319
$206K ﹤0.01%
+11,058
3320
$206K ﹤0.01%
+8,101
3321
$205K ﹤0.01%
+18,227
3322
$205K ﹤0.01%
+30,334
3323
$205K ﹤0.01%
+6,852
3324
$205K ﹤0.01%
+296
3325
$205K ﹤0.01%
+100,436