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
3551
$50K ﹤0.01%
+1,143
3552
$49K ﹤0.01%
+33,877
3553
$46K ﹤0.01%
+10,607
3554
$46K ﹤0.01%
+10,988
3555
$46K ﹤0.01%
+1,096
3556
$46K ﹤0.01%
+16,537
3557
$45K ﹤0.01%
+21,776
3558
$45K ﹤0.01%
+16,589
3559
$45K ﹤0.01%
+534,978
3560
$44K ﹤0.01%
+19,783
3561
$44K ﹤0.01%
+3,697
3562
$43K ﹤0.01%
+15,352
3563
$42K ﹤0.01%
+1,183
3564
$41K ﹤0.01%
+1,793
3565
$39K ﹤0.01%
+24,196
3566
$39K ﹤0.01%
+35,770
3567
$38K ﹤0.01%
+1,648
3568
$38K ﹤0.01%
+39,952
3569
$35K ﹤0.01%
+3,667
3570
$35K ﹤0.01%
+17,177
3571
$35K ﹤0.01%
+2,523
3572
$35K ﹤0.01%
+2,123
3573
$34K ﹤0.01%
+670
3574
$34K ﹤0.01%
+28,464
3575
$34K ﹤0.01%
+439