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
1776
$5.64M ﹤0.01%
+327,688
1777
$5.63M ﹤0.01%
+212,106
1778
$5.62M ﹤0.01%
+228,342
1779
$5.61M ﹤0.01%
+187,179
1780
$5.61M ﹤0.01%
+56,039
1781
$5.61M ﹤0.01%
+206,703
1782
$5.6M ﹤0.01%
+460,860
1783
$5.58M ﹤0.01%
+98,849
1784
$5.55M ﹤0.01%
+60,817
1785
$5.55M ﹤0.01%
+424,035
1786
$5.52M ﹤0.01%
+50,017
1787
$5.51M ﹤0.01%
+239,837
1788
$5.51M ﹤0.01%
+432,007
1789
$5.5M ﹤0.01%
+149,784
1790
$5.5M ﹤0.01%
+20,950
1791
$5.5M ﹤0.01%
+96,025
1792
$5.49M ﹤0.01%
+726,200
1793
$5.47M ﹤0.01%
+190,842
1794
$5.46M ﹤0.01%
+678,059
1795
$5.45M ﹤0.01%
+247,770
1796
$5.45M ﹤0.01%
+129,473
1797
$5.45M ﹤0.01%
+149,213
1798
$5.44M ﹤0.01%
+524,776
1799
$5.42M ﹤0.01%
+397,317
1800
$5.42M ﹤0.01%
+14,314