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
1226
$16.6M 0.01%
+800,422
1227
$16.5M 0.01%
+601,412
1228
$16.5M 0.01%
+1,076,979
1229
$16.5M 0.01%
+2,652,132
1230
$16.5M 0.01%
+1,002,921
1231
$16.4M 0.01%
+882,216
1232
$16.4M 0.01%
+411,775
1233
$16.3M 0.01%
+1,089,836
1234
$16.3M 0.01%
+363,355
1235
$16.3M 0.01%
+990,033
1236
$16.3M 0.01%
+354,255
1237
$16.3M 0.01%
+1,115,706
1238
$16.2M 0.01%
+900,000
1239
$16.2M 0.01%
+535,565
1240
$16.1M 0.01%
+326,034
1241
$16.1M 0.01%
+887,532
1242
$16.1M 0.01%
+353,199
1243
$16.1M 0.01%
+445,109
1244
$16.1M 0.01%
+265,507
1245
$16M 0.01%
+213,124
1246
$16M 0.01%
+151,446
1247
$16M 0.01%
+769,869
1248
$15.8M 0.01%
+529,933
1249
$15.8M 0.01%
+193,054
1250
$15.8M 0.01%
+499,830