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
1576
$8.07M ﹤0.01%
+403,366
1577
$8.07M ﹤0.01%
+306,656
1578
$8.03M ﹤0.01%
+235,840
1579
$8.03M ﹤0.01%
+73,297
1580
$8.03M ﹤0.01%
+246,954
1581
$8.02M ﹤0.01%
+299,182
1582
$7.98M ﹤0.01%
+178,763
1583
$7.98M ﹤0.01%
+345,144
1584
$7.98M ﹤0.01%
+212,464
1585
$7.94M ﹤0.01%
+118,533
1586
$7.94M ﹤0.01%
+245,090
1587
$7.92M ﹤0.01%
+1,322,156
1588
$7.91M ﹤0.01%
+273,375
1589
$7.89M ﹤0.01%
+128,791
1590
$7.88M ﹤0.01%
+293,951
1591
$7.86M ﹤0.01%
+527,275
1592
$7.82M ﹤0.01%
+744,394
1593
$7.8M ﹤0.01%
+928,697
1594
$7.79M ﹤0.01%
+191,493
1595
$7.79M ﹤0.01%
+187,810
1596
$7.78M ﹤0.01%
+348,129
1597
$7.78M ﹤0.01%
+141,932
1598
$7.77M ﹤0.01%
+215,398
1599
$7.77M ﹤0.01%
+344,578
1600
$7.74M ﹤0.01%
+266,799