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
2451
$1.76M ﹤0.01%
+127,209
2452
$1.75M ﹤0.01%
+57,873
2453
$1.75M ﹤0.01%
+105,668
2454
$1.75M ﹤0.01%
+69,934
2455
$1.75M ﹤0.01%
+366,626
2456
$1.74M ﹤0.01%
+65,000
2457
$1.74M ﹤0.01%
+252
2458
$1.74M ﹤0.01%
+32,266
2459
$1.74M ﹤0.01%
+35,784
2460
$1.74M ﹤0.01%
+115,222
2461
$1.72M ﹤0.01%
+109,323
2462
$1.72M ﹤0.01%
+150,608
2463
$1.72M ﹤0.01%
+131,580
2464
$1.72M ﹤0.01%
+1,238,273
2465
$1.72M ﹤0.01%
+109,797
2466
$1.72M ﹤0.01%
+101,231
2467
$1.72M ﹤0.01%
+36,668
2468
$1.71M ﹤0.01%
+36,092
2469
$1.71M ﹤0.01%
+174,099
2470
$1.71M ﹤0.01%
+206,273
2471
$1.7M ﹤0.01%
+46,239
2472
$1.69M ﹤0.01%
+83,899
2473
$1.69M ﹤0.01%
+39,198
2474
$1.69M ﹤0.01%
+60,643
2475
$1.68M ﹤0.01%
+128,643