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
1926
$4.26M ﹤0.01%
+151,499
1927
$4.26M ﹤0.01%
+76,459
1928
$4.26M ﹤0.01%
+298,453
1929
$4.25M ﹤0.01%
+101,803
1930
$4.21M ﹤0.01%
+92,847
1931
$4.2M ﹤0.01%
+660,236
1932
$4.2M ﹤0.01%
+209,405
1933
$4.17M ﹤0.01%
+267,545
1934
$4.17M ﹤0.01%
+173,738
1935
$4.16M ﹤0.01%
+64,089
1936
$4.16M ﹤0.01%
+263,815
1937
$4.16M ﹤0.01%
+52,895
1938
$4.15M ﹤0.01%
+84,096
1939
$4.14M ﹤0.01%
+374,372
1940
$4.13M ﹤0.01%
+496,411
1941
$4.11M ﹤0.01%
+215,028
1942
$4.11M ﹤0.01%
+132,337
1943
$4.11M ﹤0.01%
+82,569
1944
$4.1M ﹤0.01%
+160,002
1945
$4.1M ﹤0.01%
+64,842
1946
$4.1M ﹤0.01%
+189,104
1947
$4.08M ﹤0.01%
+780,902
1948
$4.08M ﹤0.01%
+78,983
1949
$4.08M ﹤0.01%
+164,927
1950
$4.07M ﹤0.01%
+472,009