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
2226
$2.58M ﹤0.01%
+219,309
2227
$2.58M ﹤0.01%
+131,808
2228
$2.58M ﹤0.01%
+174,370
2229
$2.57M ﹤0.01%
+73,230
2230
$2.56M ﹤0.01%
+54,304
2231
$2.55M ﹤0.01%
+74,867
2232
$2.55M ﹤0.01%
+152,773
2233
$2.55M ﹤0.01%
+57,286
2234
$2.54M ﹤0.01%
+119,719
2235
$2.54M ﹤0.01%
+176,849
2236
$2.54M ﹤0.01%
+33,278
2237
$2.54M ﹤0.01%
+598,780
2238
$2.54M ﹤0.01%
+106,167
2239
$2.53M ﹤0.01%
+56,239
2240
$2.53M ﹤0.01%
+235,648
2241
$2.52M ﹤0.01%
+508,799
2242
$2.52M ﹤0.01%
+400,506
2243
$2.52M ﹤0.01%
+98,108
2244
$2.52M ﹤0.01%
+227,357
2245
$2.51M ﹤0.01%
+217,654
2246
$2.5M ﹤0.01%
+87,313
2247
$2.5M ﹤0.01%
+142,531
2248
$2.49M ﹤0.01%
+75,043
2249
$2.48M ﹤0.01%
+106,885
2250
$2.48M ﹤0.01%
+98,849