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
1876
$4.71M ﹤0.01%
+87,955
1877
$4.7M ﹤0.01%
+4,811
1878
$4.69M ﹤0.01%
+149,182
1879
$4.69M ﹤0.01%
+324,359
1880
$4.69M ﹤0.01%
+500,116
1881
$4.69M ﹤0.01%
+191,301
1882
$4.68M ﹤0.01%
+996,543
1883
$4.67M ﹤0.01%
+402,087
1884
$4.67M ﹤0.01%
+950,639
1885
$4.63M ﹤0.01%
+533,703
1886
$4.61M ﹤0.01%
+40,958
1887
$4.61M ﹤0.01%
+246,081
1888
$4.6M ﹤0.01%
+201,746
1889
$4.59M ﹤0.01%
+347,818
1890
$4.58M ﹤0.01%
+332,718
1891
$4.58M ﹤0.01%
+200,000
1892
$4.56M ﹤0.01%
+225,650
1893
$4.55M ﹤0.01%
+174,406
1894
$4.55M ﹤0.01%
+566,568
1895
$4.51M ﹤0.01%
+873,579
1896
$4.5M ﹤0.01%
+164,619
1897
$4.5M ﹤0.01%
+442,366
1898
$4.49M ﹤0.01%
+335,302
1899
$4.46M ﹤0.01%
+254,762
1900
$4.46M ﹤0.01%
+98,389