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
1451
$10.6M ﹤0.01%
+360,329
1452
$10.6M ﹤0.01%
+330,366
1453
$10.5M ﹤0.01%
+209,500
1454
$10.5M ﹤0.01%
+827,654
1455
$10.5M ﹤0.01%
+222,906
1456
$10.5M ﹤0.01%
+794,822
1457
$10.5M ﹤0.01%
+31,834
1458
$10.5M ﹤0.01%
+127,559
1459
$10.4M ﹤0.01%
+304,564
1460
$10.4M ﹤0.01%
+742,677
1461
$10.3M ﹤0.01%
+150,546
1462
$10.3M ﹤0.01%
+428,325
1463
$10.3M ﹤0.01%
+207,995
1464
$10.3M ﹤0.01%
+205,950
1465
$10.3M ﹤0.01%
+383,883
1466
$10.2M ﹤0.01%
+297,980
1467
$10.2M ﹤0.01%
+1,018,900
1468
$10.2M ﹤0.01%
+2,832,067
1469
$10.2M ﹤0.01%
+268,721
1470
$10.1M ﹤0.01%
+315,096
1471
$10.1M ﹤0.01%
+1,503,085
1472
$10.1M ﹤0.01%
+149,246
1473
$10.1M ﹤0.01%
+302,531
1474
$10.1M ﹤0.01%
+624,480
1475
$10.1M ﹤0.01%
+556,156