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
1101
$21.1M 0.01%
+428,129
1102
$21M 0.01%
+799,159
1103
$21M 0.01%
+383,553
1104
$20.9M 0.01%
+1,793,661
1105
$20.9M 0.01%
+323,232
1106
$20.9M 0.01%
+2,406,077
1107
$20.8M 0.01%
+372,383
1108
$20.7M 0.01%
+1,354,564
1109
$20.7M 0.01%
+9,711,426
1110
$20.7M 0.01%
+483,251
1111
$20.7M 0.01%
+229,469
1112
$20.6M 0.01%
+559,801
1113
$20.6M 0.01%
+480,966
1114
$20.6M 0.01%
+510,196
1115
$20.5M 0.01%
+471,315
1116
$20.3M 0.01%
+1,010,876
1117
$20.3M 0.01%
+448,165
1118
$20.3M 0.01%
+466,755
1119
$20.2M 0.01%
+492,845
1120
$20.1M 0.01%
+1,122,127
1121
$20M 0.01%
+1,372,979
1122
$20M 0.01%
+338,788
1123
$20M 0.01%
+1,099,504
1124
$20M 0.01%
+1,149,855
1125
$20M 0.01%
+591,340