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
1501
$9.48M ﹤0.01%
+178,293
1502
$9.45M ﹤0.01%
+849,841
1503
$9.44M ﹤0.01%
+305,971
1504
$9.42M ﹤0.01%
+218,534
1505
$9.42M ﹤0.01%
+447,567
1506
$9.39M ﹤0.01%
+357,165
1507
$9.39M ﹤0.01%
+232,563
1508
$9.38M ﹤0.01%
+528,649
1509
$9.3M ﹤0.01%
+274,909
1510
$9.26M ﹤0.01%
+403,670
1511
$9.26M ﹤0.01%
+323,228
1512
$9.24M ﹤0.01%
+464,798
1513
$9.22M ﹤0.01%
+494,312
1514
$9.21M ﹤0.01%
+52,746
1515
$9.2M ﹤0.01%
+234,390
1516
$9.2M ﹤0.01%
+263,057
1517
$9.18M ﹤0.01%
+290,439
1518
$9.16M ﹤0.01%
+280,358
1519
$9.15M ﹤0.01%
+63,927
1520
$9.14M ﹤0.01%
+97,537
1521
$9.12M ﹤0.01%
+131,546
1522
$9.11M ﹤0.01%
+805,928
1523
$9.09M ﹤0.01%
+432,930
1524
$9.04M ﹤0.01%
+155,945
1525
$9.03M ﹤0.01%
+317,609