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
3526
$65K ﹤0.01%
+54,879
3527
$65K ﹤0.01%
+17,389
3528
$65K ﹤0.01%
+22,725
3529
$64K ﹤0.01%
+28,990
3530
$63K ﹤0.01%
+2,967
3531
$63K ﹤0.01%
+23,858
3532
$62K ﹤0.01%
+43,899
3533
$61K ﹤0.01%
+39,595
3534
$61K ﹤0.01%
+34,161
3535
$60K ﹤0.01%
+822
3536
$60K ﹤0.01%
+50,720
3537
$60K ﹤0.01%
+1,862
3538
$59K ﹤0.01%
+461,219
3539
$58K ﹤0.01%
+639
3540
$56K ﹤0.01%
+3,592
3541
$56K ﹤0.01%
+767
3542
$56K ﹤0.01%
+22,509
3543
$53K ﹤0.01%
+10
3544
$53K ﹤0.01%
+10,546
3545
$52K ﹤0.01%
+1,746
3546
$51K ﹤0.01%
+29,383
3547
$51K ﹤0.01%
+43,989
3548
$51K ﹤0.01%
+28,686
3549
$51K ﹤0.01%
+37,094
3550
$50K ﹤0.01%
+1,470