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
2251
$2.48M ﹤0.01%
+156,292
2252
$2.47M ﹤0.01%
+72,131
2253
$2.47M ﹤0.01%
+242,897
2254
$2.47M ﹤0.01%
+44,423
2255
$2.47M ﹤0.01%
+101,158
2256
$2.47M ﹤0.01%
+94,800
2257
$2.46M ﹤0.01%
+240,646
2258
$2.46M ﹤0.01%
+521,063
2259
$2.46M ﹤0.01%
+106,509
2260
$2.45M ﹤0.01%
+31,000
2261
$2.45M ﹤0.01%
+140,214
2262
$2.45M ﹤0.01%
+118,865
2263
$2.44M ﹤0.01%
+112,606
2264
$2.44M ﹤0.01%
+90,598
2265
$2.44M ﹤0.01%
+118,947
2266
$2.44M ﹤0.01%
+207,983
2267
$2.43M ﹤0.01%
+50,398
2268
$2.43M ﹤0.01%
+607,884
2269
$2.42M ﹤0.01%
+124,590
2270
$2.42M ﹤0.01%
+61,658
2271
$2.42M ﹤0.01%
+327,841
2272
$2.41M ﹤0.01%
+65,720
2273
$2.4M ﹤0.01%
+419,116
2274
$2.39M ﹤0.01%
+108,377
2275
$2.39M ﹤0.01%
+22,670