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
2151
$2.98M ﹤0.01%
+39,974
2152
$2.98M ﹤0.01%
+476,483
2153
$2.97M ﹤0.01%
+569,489
2154
$2.96M ﹤0.01%
+99,097
2155
$2.96M ﹤0.01%
+110,003
2156
$2.95M ﹤0.01%
+63,105
2157
$2.95M ﹤0.01%
+38,733
2158
$2.94M ﹤0.01%
+363,192
2159
$2.93M ﹤0.01%
+436,143
2160
$2.92M ﹤0.01%
+260,591
2161
$2.92M ﹤0.01%
+146,589
2162
$2.91M ﹤0.01%
+54,014
2163
$2.91M ﹤0.01%
+157,256
2164
$2.9M ﹤0.01%
+272,370
2165
$2.9M ﹤0.01%
+64,565
2166
$2.89M ﹤0.01%
+209
2167
$2.89M ﹤0.01%
+305,143
2168
$2.88M ﹤0.01%
+149,259
2169
$2.88M ﹤0.01%
+165,708
2170
$2.87M ﹤0.01%
+59,652
2171
$2.85M ﹤0.01%
+76,137
2172
$2.85M ﹤0.01%
+219,284
2173
$2.85M ﹤0.01%
+122,524
2174
$2.85M ﹤0.01%
+70,538
2175
$2.84M ﹤0.01%
+81,458