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
1051
$23.3M 0.01%
+228,668
1052
$23.2M 0.01%
+931,433
1053
$23.2M 0.01%
+649,158
1054
$23.1M 0.01%
+214,161
1055
$23.1M 0.01%
+729,088
1056
$23.1M 0.01%
+601,845
1057
$23.1M 0.01%
+929,774
1058
$23M 0.01%
+763,490
1059
$23M 0.01%
+541,661
1060
$23M 0.01%
+638,012
1061
$22.9M 0.01%
+250,210
1062
$22.9M 0.01%
+1,607,492
1063
$22.8M 0.01%
+960,674
1064
$22.8M 0.01%
+741,048
1065
$22.8M 0.01%
+2,032,182
1066
$22.7M 0.01%
+364,215
1067
$22.7M 0.01%
+553,436
1068
$22.7M 0.01%
+1,580,631
1069
$22.7M 0.01%
+1,251,922
1070
$22.6M 0.01%
+1,296,201
1071
$22.6M 0.01%
+102,891
1072
$22.6M 0.01%
+2,763,951
1073
$22.5M 0.01%
+504,638
1074
$22.5M 0.01%
+150,000
1075
$22.5M 0.01%
+1,481,304