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
1901
$4.46M ﹤0.01%
+117,854
1902
$4.46M ﹤0.01%
+179,829
1903
$4.45M ﹤0.01%
+564,021
1904
$4.43M ﹤0.01%
+128,298
1905
$4.43M ﹤0.01%
+337,105
1906
$4.42M ﹤0.01%
+118,816
1907
$4.42M ﹤0.01%
+1,105,238
1908
$4.42M ﹤0.01%
+265,694
1909
$4.42M ﹤0.01%
+203,636
1910
$4.41M ﹤0.01%
+146,090
1911
$4.41M ﹤0.01%
+97,571
1912
$4.41M ﹤0.01%
+728,334
1913
$4.4M ﹤0.01%
+199,266
1914
$4.4M ﹤0.01%
+110,791
1915
$4.4M ﹤0.01%
+162,074
1916
$4.38M ﹤0.01%
+167,153
1917
$4.38M ﹤0.01%
+66,801
1918
$4.38M ﹤0.01%
+1,580,468
1919
$4.34M ﹤0.01%
+105,081
1920
$4.3M ﹤0.01%
+1,415,517
1921
$4.3M ﹤0.01%
+324,794
1922
$4.3M ﹤0.01%
+86,466
1923
$4.3M ﹤0.01%
+97,157
1924
$4.28M ﹤0.01%
+97,857
1925
$4.27M ﹤0.01%
+93,494