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
1201
$17.4M 0.01%
+1,890,502
1202
$17.4M 0.01%
+534,672
1203
$17.3M 0.01%
+823,691
1204
$17.3M 0.01%
+421,121
1205
$17.2M 0.01%
+709,841
1206
$17.2M 0.01%
+163,507
1207
$17.1M 0.01%
+507,693
1208
$17.1M 0.01%
+438,003
1209
$17M 0.01%
+322,448
1210
$17M 0.01%
+355,509
1211
$17M 0.01%
+628,099
1212
$16.9M 0.01%
+848,031
1213
$16.9M 0.01%
+799,722
1214
$16.9M 0.01%
+916,097
1215
$16.8M 0.01%
+506,824
1216
$16.8M 0.01%
+451,967
1217
$16.8M 0.01%
+437,862
1218
$16.7M 0.01%
+355,666
1219
$16.7M 0.01%
+262,558
1220
$16.7M 0.01%
+409,374
1221
$16.7M 0.01%
+261,031
1222
$16.6M 0.01%
+651,210
1223
$16.6M 0.01%
+359,855
1224
$16.6M 0.01%
+1,246,508
1225
$16.6M 0.01%
+3,312,561