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
1676
$6.63M ﹤0.01%
+319,135
1677
$6.63M ﹤0.01%
+874,308
1678
$6.62M ﹤0.01%
+204,369
1679
$6.62M ﹤0.01%
+993,617
1680
$6.58M ﹤0.01%
+104,273
1681
$6.58M ﹤0.01%
+334,712
1682
$6.57M ﹤0.01%
+200,697
1683
$6.56M ﹤0.01%
+930,817
1684
$6.55M ﹤0.01%
+462,984
1685
$6.55M ﹤0.01%
+468,986
1686
$6.54M ﹤0.01%
+258,376
1687
$6.54M ﹤0.01%
+271,492
1688
$6.54M ﹤0.01%
+408,791
1689
$6.53M ﹤0.01%
+446,070
1690
$6.53M ﹤0.01%
+767,416
1691
$6.51M ﹤0.01%
+132,971
1692
$6.48M ﹤0.01%
+134,963
1693
$6.46M ﹤0.01%
+390,313
1694
$6.46M ﹤0.01%
+292,891
1695
$6.46M ﹤0.01%
+316,722
1696
$6.46M ﹤0.01%
+464,092
1697
$6.45M ﹤0.01%
+227,884
1698
$6.43M ﹤0.01%
+609,360
1699
$6.43M ﹤0.01%
+237,109
1700
$6.39M ﹤0.01%
+311,040