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
1276
$14.9M ﹤0.01%
+437,409
1277
$14.9M ﹤0.01%
+1,023,459
1278
$14.9M ﹤0.01%
+510,126
1279
$14.8M ﹤0.01%
+591,717
1280
$14.8M ﹤0.01%
+434,691
1281
$14.8M ﹤0.01%
+2,323,565
1282
$14.8M ﹤0.01%
+480,234
1283
$14.7M ﹤0.01%
+289,548
1284
$14.7M ﹤0.01%
+2,329,850
1285
$14.7M ﹤0.01%
+679,599
1286
$14.6M ﹤0.01%
+480,898
1287
$14.6M ﹤0.01%
+1,078,198
1288
$14.6M ﹤0.01%
+241,540
1289
$14.5M ﹤0.01%
+1,194,153
1290
$14.5M ﹤0.01%
+1,025,270
1291
$14.5M ﹤0.01%
+509,881
1292
$14.3M ﹤0.01%
+89,207
1293
$14.3M ﹤0.01%
+240,612
1294
$14.3M ﹤0.01%
+1,570,561
1295
$14.2M ﹤0.01%
+60,386
1296
$14.2M ﹤0.01%
+4,067,375
1297
$14.2M ﹤0.01%
+1,179,027
1298
$14.1M ﹤0.01%
+406,714
1299
$14.1M ﹤0.01%
+635,801
1300
$14.1M ﹤0.01%
+2,266,212