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
3501
$77K ﹤0.01%
+2
3502
0
3503
$75K ﹤0.01%
+12,462
3504
$75K ﹤0.01%
+35,786
3505
$74K ﹤0.01%
+15,979
3506
$74K ﹤0.01%
+35,261
3507
$74K ﹤0.01%
+803
3508
$73K ﹤0.01%
+11,342
3509
$73K ﹤0.01%
+11,491
3510
$72K ﹤0.01%
+14,207
3511
$72K ﹤0.01%
+8,745
3512
$72K ﹤0.01%
+154
3513
$72K ﹤0.01%
+8,415
3514
$71K ﹤0.01%
+1,721
3515
$71K ﹤0.01%
+17,739
3516
$70K ﹤0.01%
+11,153
3517
$70K ﹤0.01%
+37,526
3518
$69K ﹤0.01%
+42,430
3519
$69K ﹤0.01%
+19,053
3520
$68K ﹤0.01%
+13,068
3521
$68K ﹤0.01%
+13,311
3522
$67K ﹤0.01%
+27,611
3523
$67K ﹤0.01%
+17,670
3524
$67K ﹤0.01%
+37,914
3525
$66K ﹤0.01%
+4,586