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
1026
$24.6M 0.01%
+1,726,259
1027
$24.6M 0.01%
+913,665
1028
$24.6M 0.01%
+141,785
1029
$24.6M 0.01%
+1,615,721
1030
$24.5M 0.01%
+1,047,173
1031
$24.4M 0.01%
+31,931
1032
$24.3M 0.01%
+622,116
1033
$24.3M 0.01%
+954,802
1034
$24.3M 0.01%
+478,255
1035
$24.3M 0.01%
+200,858
1036
$24.2M 0.01%
+645,215
1037
$24.1M 0.01%
+369,294
1038
$24.1M 0.01%
+95,711
1039
$24M 0.01%
+2,177,782
1040
$23.8M 0.01%
+538,846
1041
$23.6M 0.01%
+356,602
1042
$23.6M 0.01%
+1,344,705
1043
$23.6M 0.01%
+2,557,877
1044
$23.5M 0.01%
+558,551
1045
$23.5M 0.01%
+1,107,627
1046
$23.4M 0.01%
+2,180,717
1047
$23.4M 0.01%
+3,092,750
1048
$23.4M 0.01%
+635,521
1049
$23.3M 0.01%
+1,787,752
1050
$23.3M 0.01%
+348,357