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
1351
$12.8M ﹤0.01%
+1,929,978
1352
$12.8M ﹤0.01%
+633,041
1353
$12.8M ﹤0.01%
+692,727
1354
$12.7M ﹤0.01%
+487,522
1355
$12.7M ﹤0.01%
+516,489
1356
$12.6M ﹤0.01%
+655,634
1357
$12.6M ﹤0.01%
+340,978
1358
$12.6M ﹤0.01%
+418,871
1359
$12.6M ﹤0.01%
+254,900
1360
$12.6M ﹤0.01%
+607,232
1361
$12.6M ﹤0.01%
+1,071,847
1362
$12.6M ﹤0.01%
+1,282,129
1363
$12.5M ﹤0.01%
+357,281
1364
$12.5M ﹤0.01%
+746,501
1365
$12.5M ﹤0.01%
+405,727
1366
$12.5M ﹤0.01%
+292,757
1367
$12.5M ﹤0.01%
+198,371
1368
$12.4M ﹤0.01%
+243,117
1369
$12.4M ﹤0.01%
+286,343
1370
$12.4M ﹤0.01%
+904,040
1371
$12.3M ﹤0.01%
+893,033
1372
$12.3M ﹤0.01%
+1,533,866
1373
$12.3M ﹤0.01%
+867,990
1374
$12.3M ﹤0.01%
+459,231
1375
$12.3M ﹤0.01%
+602,774