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
1601
$7.73M ﹤0.01%
+196,815
1602
$7.69M ﹤0.01%
+50,701
1603
$7.68M ﹤0.01%
+231,444
1604
$7.67M ﹤0.01%
+535,710
1605
$7.67M ﹤0.01%
+1,023,915
1606
$7.66M ﹤0.01%
+363,994
1607
$7.62M ﹤0.01%
+535,875
1608
$7.61M ﹤0.01%
+58,874
1609
$7.61M ﹤0.01%
+174,830
1610
$7.61M ﹤0.01%
+277,500
1611
$7.56M ﹤0.01%
+45,155
1612
$7.56M ﹤0.01%
+456,847
1613
$7.54M ﹤0.01%
+3,236,665
1614
$7.5M ﹤0.01%
+114,887
1615
$7.5M ﹤0.01%
+228,163
1616
$7.5M ﹤0.01%
+168,373
1617
$7.48M ﹤0.01%
+71,632
1618
$7.45M ﹤0.01%
+200,332
1619
$7.45M ﹤0.01%
+153,730
1620
$7.38M ﹤0.01%
+306,094
1621
$7.35M ﹤0.01%
+299,073
1622
$7.35M ﹤0.01%
+669,896
1623
$7.34M ﹤0.01%
+445,729
1624
$7.33M ﹤0.01%
+200,747
1625
$7.3M ﹤0.01%
+297,733