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
526
$86.4M 0.03%
+3,163,100
527
$85.8M 0.03%
+1,403,841
528
$85M 0.03%
+3,125,904
529
$84.9M 0.03%
+1,828,414
530
$84.8M 0.03%
+1,484,995
531
$84.7M 0.03%
+2,729,616
532
$84.2M 0.03%
+1,272,968
533
$83.9M 0.03%
+1,375,004
534
$83.4M 0.03%
+1,300,597
535
$83.3M 0.03%
+1,325,648
536
$82.7M 0.03%
+4,531,067
537
$82.5M 0.03%
+133,406
538
$82.4M 0.03%
+870,905
539
$82.3M 0.03%
+1,597,101
540
$82.2M 0.03%
+2,405,839
541
$81.8M 0.03%
+2,050,406
542
$81.4M 0.03%
+3,598,573
543
$81.4M 0.03%
+10,073,875
544
$81.3M 0.03%
+2,359,070
545
$81.3M 0.03%
+851,967
546
$81.1M 0.03%
+1,783,684
547
$80.8M 0.03%
+1,262,139
548
$80.2M 0.03%
+1,637,767
549
$79.7M 0.03%
+2,090,405
550
$79M 0.03%
+3,714,139