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
2401
$1.91M ﹤0.01%
+42,255
2402
$1.91M ﹤0.01%
+117,903
2403
$1.89M ﹤0.01%
+33,495
2404
$1.89M ﹤0.01%
+61,495
2405
$1.88M ﹤0.01%
+131,482
2406
$1.87M ﹤0.01%
+49,606
2407
$1.87M ﹤0.01%
+80,616
2408
$1.86M ﹤0.01%
+83,241
2409
$1.86M ﹤0.01%
+92,528
2410
$1.86M ﹤0.01%
+21,956
2411
$1.86M ﹤0.01%
+34,767
2412
$1.86M ﹤0.01%
+94,452
2413
$1.86M ﹤0.01%
+49,136
2414
$1.86M ﹤0.01%
+13,921
2415
$1.85M ﹤0.01%
+3,795
2416
$1.84M ﹤0.01%
+46,616
2417
$1.84M ﹤0.01%
+4,802
2418
$1.83M ﹤0.01%
+158,064
2419
$1.83M ﹤0.01%
+53,438
2420
$1.83M ﹤0.01%
+31,689
2421
$1.83M ﹤0.01%
+86,253
2422
$1.83M ﹤0.01%
+84,824
2423
$1.83M ﹤0.01%
+187,218
2424
$1.83M ﹤0.01%
+55,331
2425
$1.82M ﹤0.01%
+38,626