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
1526
$9.02M ﹤0.01%
+307,764
1527
$8.99M ﹤0.01%
+1,508,615
1528
$8.98M ﹤0.01%
+337,755
1529
$8.96M ﹤0.01%
+29,535
1530
$8.94M ﹤0.01%
+270,369
1531
$8.92M ﹤0.01%
+321,139
1532
$8.87M ﹤0.01%
+185,850
1533
$8.87M ﹤0.01%
+623,817
1534
$8.87M ﹤0.01%
+399,788
1535
$8.84M ﹤0.01%
+435,418
1536
$8.81M ﹤0.01%
+198,689
1537
$8.8M ﹤0.01%
+16,699
1538
$8.77M ﹤0.01%
+514,516
1539
$8.76M ﹤0.01%
+374,233
1540
$8.74M ﹤0.01%
+83,769
1541
$8.72M ﹤0.01%
+221,890
1542
$8.72M ﹤0.01%
+209,226
1543
$8.71M ﹤0.01%
+486,877
1544
$8.69M ﹤0.01%
+596,885
1545
$8.67M ﹤0.01%
+261,986
1546
$8.64M ﹤0.01%
+1,565,153
1547
$8.61M ﹤0.01%
+477,254
1548
$8.6M ﹤0.01%
+452,975
1549
$8.59M ﹤0.01%
+401,332
1550
$8.56M ﹤0.01%
+910,818