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
3476
$92K ﹤0.01%
+41,827
3477
$91K ﹤0.01%
+389
3478
$90K ﹤0.01%
+1,211
3479
$90K ﹤0.01%
+15,646
3480
$90K ﹤0.01%
+5,160
3481
$89K ﹤0.01%
+9,747
3482
$89K ﹤0.01%
+11,000
3483
$89K ﹤0.01%
+25,599
3484
$89K ﹤0.01%
+10,508
3485
$87K ﹤0.01%
+17,400
3486
$87K ﹤0.01%
+31,165
3487
$86K ﹤0.01%
+15,382
3488
$86K ﹤0.01%
+2,371
3489
$86K ﹤0.01%
+13,989
3490
$84K ﹤0.01%
+3,418
3491
$82K ﹤0.01%
+3,630
3492
$81K ﹤0.01%
+22,894
3493
$81K ﹤0.01%
+2,046
3494
$80K ﹤0.01%
+17,996
3495
$80K ﹤0.01%
+21,721
3496
$78K ﹤0.01%
+24,528
3497
$78K ﹤0.01%
+57,003
3498
$78K ﹤0.01%
+6,306
3499
$77K ﹤0.01%
+10,696
3500
$77K ﹤0.01%
+12,191