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
1951
$4.06M ﹤0.01%
+477,085
1952
$4.06M ﹤0.01%
+169,477
1953
$4.05M ﹤0.01%
+295,831
1954
$4.04M ﹤0.01%
+155,469
1955
$4.04M ﹤0.01%
+98,459
1956
$4.04M ﹤0.01%
+82,495
1957
$4.03M ﹤0.01%
+429,726
1958
$4.03M ﹤0.01%
+2,534,142
1959
$4.03M ﹤0.01%
+114,300
1960
$4.02M ﹤0.01%
+20,937
1961
$4.02M ﹤0.01%
+173,270
1962
$4.02M ﹤0.01%
+129,354
1963
$4.01M ﹤0.01%
+134,018
1964
$4M ﹤0.01%
+158,163
1965
$4M ﹤0.01%
+236,487
1966
$4M ﹤0.01%
+593,646
1967
$3.99M ﹤0.01%
+333,924
1968
$3.99M ﹤0.01%
+161,950
1969
$3.99M ﹤0.01%
+242,870
1970
$3.99M ﹤0.01%
+83,664
1971
$3.97M ﹤0.01%
+102,506
1972
$3.97M ﹤0.01%
+653,459
1973
$3.97M ﹤0.01%
+1,002,072
1974
$3.96M ﹤0.01%
+112,712
1975
$3.95M ﹤0.01%
+154,928