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
2326
$2.23M ﹤0.01%
+1,606,800
2327
$2.23M ﹤0.01%
+96,587
2328
$2.22M ﹤0.01%
+46,153
2329
$2.21M ﹤0.01%
+1,177
2330
$2.21M ﹤0.01%
+30,425
2331
$2.21M ﹤0.01%
+52,037
2332
$2.21M ﹤0.01%
+158,720
2333
$2.21M ﹤0.01%
+229,270
2334
$2.2M ﹤0.01%
+79,653
2335
$2.2M ﹤0.01%
+43,171
2336
$2.18M ﹤0.01%
+142,303
2337
$2.18M ﹤0.01%
+83,838
2338
$2.18M ﹤0.01%
+17,298
2339
$2.17M ﹤0.01%
+47,460
2340
$2.15M ﹤0.01%
+33,345
2341
$2.14M ﹤0.01%
+130,015
2342
$2.14M ﹤0.01%
+187,068
2343
$2.14M ﹤0.01%
+232,105
2344
$2.14M ﹤0.01%
+241,566
2345
$2.13M ﹤0.01%
+73,863
2346
$2.13M ﹤0.01%
+23,631
2347
$2.13M ﹤0.01%
+37,621
2348
$2.13M ﹤0.01%
+195,467
2349
$2.12M ﹤0.01%
+59,485
2350
$2.12M ﹤0.01%
+156,976