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
3401
$138K ﹤0.01%
+7,319
3402
$138K ﹤0.01%
+10,332
3403
$136K ﹤0.01%
+10,693
3404
$135K ﹤0.01%
+4,920
3405
$135K ﹤0.01%
+15,287
3406
$134K ﹤0.01%
+19,895
3407
$131K ﹤0.01%
+11,831
3408
$131K ﹤0.01%
+20,000
3409
$129K ﹤0.01%
+6,115
3410
$129K ﹤0.01%
+50
3411
$128K ﹤0.01%
+17,451
3412
$128K ﹤0.01%
+10,000
3413
$128K ﹤0.01%
+38,041
3414
$127K ﹤0.01%
+17,271
3415
$127K ﹤0.01%
+919
3416
$127K ﹤0.01%
+7,506
3417
$126K ﹤0.01%
+24,953
3418
$126K ﹤0.01%
+13,297
3419
$126K ﹤0.01%
+5,070
3420
$126K ﹤0.01%
+12,212
3421
$125K ﹤0.01%
+14
3422
$125K ﹤0.01%
+18,773
3423
$124K ﹤0.01%
+13,103
3424
$124K ﹤0.01%
+37,449
3425
$123K ﹤0.01%
+33,996