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
1376
$12.2M ﹤0.01%
+635,497
1377
$12.1M ﹤0.01%
+149,496
1378
$12.1M ﹤0.01%
+881,833
1379
$12.1M ﹤0.01%
+219,179
1380
$12.1M ﹤0.01%
+358,138
1381
$12M ﹤0.01%
+1,102,311
1382
$12M ﹤0.01%
+670,739
1383
$12M ﹤0.01%
+116,270
1384
$12M ﹤0.01%
+531,859
1385
$12M ﹤0.01%
+265,183
1386
$11.9M ﹤0.01%
+868,843
1387
$11.9M ﹤0.01%
+257,215
1388
$11.9M ﹤0.01%
+346,998
1389
$11.9M ﹤0.01%
+162,778
1390
$11.8M ﹤0.01%
+350,010
1391
$11.8M ﹤0.01%
+314,487
1392
$11.8M ﹤0.01%
+241,500
1393
$11.7M ﹤0.01%
+2,241,844
1394
$11.7M ﹤0.01%
+412,235
1395
$11.7M ﹤0.01%
+1,561,732
1396
$11.7M ﹤0.01%
+484,012
1397
$11.6M ﹤0.01%
+482,848
1398
$11.6M ﹤0.01%
+231,250
1399
$11.6M ﹤0.01%
+663,422
1400
$11.6M ﹤0.01%
+968,970