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
326
$176M 0.06%
+6,054,290
327
$176M 0.06%
+2,506,573
328
$175M 0.06%
+4,269,074
329
$175M 0.06%
+1,812,926
330
$174M 0.06%
+4,899,197
331
$174M 0.06%
+3,934,608
332
$173M 0.06%
+1,597,628
333
$173M 0.06%
+4,109,236
334
$171M 0.05%
+2,108,081
335
$171M 0.05%
+3,233,200
336
$171M 0.05%
+6,996,304
337
$170M 0.05%
+3,798,724
338
$169M 0.05%
+10,042,415
339
$169M 0.05%
+6,050,569
340
$169M 0.05%
+2,527,019
341
$168M 0.05%
+4,768,578
342
$167M 0.05%
+1,090,748
343
$166M 0.05%
+3,736,305
344
$165M 0.05%
+5,409,799
345
$165M 0.05%
+4,963,411
346
$164M 0.05%
+10,992,715
347
$163M 0.05%
+3,642,848
348
$163M 0.05%
+46,689,518
349
$163M 0.05%
+2,238,801
350
$162M 0.05%
+3,718,766