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
2351
$2.11M ﹤0.01%
+66,737
2352
$2.11M ﹤0.01%
+83,345
2353
$2.11M ﹤0.01%
+84,588
2354
$2.1M ﹤0.01%
+24
2355
$2.1M ﹤0.01%
+206,294
2356
$2.1M ﹤0.01%
+28,840
2357
$2.08M ﹤0.01%
+94,728
2358
$2.08M ﹤0.01%
+43,159
2359
$2.08M ﹤0.01%
+97,949
2360
$2.08M ﹤0.01%
+152,880
2361
$2.07M ﹤0.01%
+84,528
2362
$2.07M ﹤0.01%
+49,048
2363
$2.07M ﹤0.01%
+63,950
2364
$2.07M ﹤0.01%
+112,524
2365
$2.07M ﹤0.01%
+111,315
2366
$2.07M ﹤0.01%
+171,697
2367
$2.06M ﹤0.01%
+1,182,000
2368
$2.05M ﹤0.01%
+151,498
2369
$2.04M ﹤0.01%
+82,018
2370
$2.04M ﹤0.01%
+31,384
2371
$2.03M ﹤0.01%
+32,752
2372
$2.03M ﹤0.01%
+18,082
2373
$2.03M ﹤0.01%
+180,936
2374
$2.02M ﹤0.01%
+97,224
2375
$2.02M ﹤0.01%
+151,605