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
1801
$5.42M ﹤0.01%
+180,075
1802
$5.41M ﹤0.01%
+9,418
1803
$5.39M ﹤0.01%
+270,005
1804
$5.39M ﹤0.01%
+268,778
1805
$5.39M ﹤0.01%
+364,545
1806
$5.38M ﹤0.01%
+226,096
1807
$5.38M ﹤0.01%
+59,052
1808
$5.38M ﹤0.01%
+403,929
1809
$5.36M ﹤0.01%
+170,815
1810
$5.35M ﹤0.01%
+1,159,587
1811
$5.34M ﹤0.01%
+139,650
1812
$5.33M ﹤0.01%
+143,860
1813
$5.32M ﹤0.01%
+81,937
1814
$5.31M ﹤0.01%
+246,969
1815
$5.28M ﹤0.01%
+433,469
1816
$5.28M ﹤0.01%
+264,455
1817
$5.26M ﹤0.01%
+100,138
1818
$5.26M ﹤0.01%
+98,425
1819
$5.25M ﹤0.01%
+255,248
1820
$5.24M ﹤0.01%
+1,325,384
1821
$5.23M ﹤0.01%
+197,790
1822
$5.23M ﹤0.01%
+114,053
1823
$5.22M ﹤0.01%
+22,316
1824
$5.22M ﹤0.01%
+102,697
1825
$5.21M ﹤0.01%
+166,584