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
1001
$25.5M 0.01%
+557,795
1002
$25.4M 0.01%
+86,964
1003
$25.3M 0.01%
+1,159,760
1004
$25.3M 0.01%
+1,116,612
1005
$25.2M 0.01%
+2,088,660
1006
$25.2M 0.01%
+680,162
1007
$25.2M 0.01%
+2,210,935
1008
$25.2M 0.01%
+936,241
1009
$25.1M 0.01%
+1,301,151
1010
$25.1M 0.01%
+1,277,767
1011
$25.1M 0.01%
+372,141
1012
$25M 0.01%
+534,903
1013
$24.9M 0.01%
+719,256
1014
$24.9M 0.01%
+551,430
1015
$24.9M 0.01%
+401,306
1016
$24.9M 0.01%
+804,224
1017
$24.8M 0.01%
+797,942
1018
$24.8M 0.01%
+1,451,216
1019
$24.8M 0.01%
+374,526
1020
$24.7M 0.01%
+1,033,417
1021
$24.7M 0.01%
+1,975,850
1022
$24.7M 0.01%
+516,960
1023
$24.7M 0.01%
+491,102
1024
$24.7M 0.01%
+723,789
1025
$24.7M 0.01%
+3,383,200