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
2126
$3.07M ﹤0.01%
+8,787
2127
$3.06M ﹤0.01%
+42,776
2128
$3.06M ﹤0.01%
+209,724
2129
$3.06M ﹤0.01%
+29,686
2130
$3.05M ﹤0.01%
+192,286
2131
$3.05M ﹤0.01%
+82,112
2132
$3.04M ﹤0.01%
+69,982
2133
$3.04M ﹤0.01%
+166,962
2134
$3.04M ﹤0.01%
+72,480
2135
$3.04M ﹤0.01%
+106,420
2136
$3.03M ﹤0.01%
+53,578
2137
$3.03M ﹤0.01%
+118,249
2138
$3.03M ﹤0.01%
+67,649
2139
$3.02M ﹤0.01%
+122,982
2140
$3.02M ﹤0.01%
+491,487
2141
$3.02M ﹤0.01%
+107,753
2142
$3.02M ﹤0.01%
+40,379
2143
$3.02M ﹤0.01%
+217,260
2144
$3.02M ﹤0.01%
+251,310
2145
$3.01M ﹤0.01%
+86,890
2146
$3.01M ﹤0.01%
+87,495
2147
$3.01M ﹤0.01%
+287,671
2148
$3.01M ﹤0.01%
+177,453
2149
$3M ﹤0.01%
+341,898
2150
$2.99M ﹤0.01%
+114,647