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
1301
$14.1M ﹤0.01%
+419,859
1302
$14M ﹤0.01%
+1,962,969
1303
$14M ﹤0.01%
+879,340
1304
$14M ﹤0.01%
+249,537
1305
$14M ﹤0.01%
+476,162
1306
$13.9M ﹤0.01%
+4,594,968
1307
$13.9M ﹤0.01%
+718,805
1308
$13.9M ﹤0.01%
+806,575
1309
$13.8M ﹤0.01%
+1,637,325
1310
$13.7M ﹤0.01%
+2,864,604
1311
$13.7M ﹤0.01%
+363,436
1312
$13.7M ﹤0.01%
+774,920
1313
$13.7M ﹤0.01%
+348,794
1314
$13.7M ﹤0.01%
+569,479
1315
$13.6M ﹤0.01%
+123,255
1316
$13.6M ﹤0.01%
+355,931
1317
$13.6M ﹤0.01%
+958,202
1318
$13.6M ﹤0.01%
+183,706
1319
$13.6M ﹤0.01%
+950,223
1320
$13.6M ﹤0.01%
+10,843
1321
$13.5M ﹤0.01%
+276,863
1322
$13.5M ﹤0.01%
+7,474,400
1323
$13.5M ﹤0.01%
+845,938
1324
$13.5M ﹤0.01%
+795,824
1325
$13.5M ﹤0.01%
+932,731