JP Morgan Chase

JP Morgan Chase 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
3301
$221K ﹤0.01%
+11,100
3302
$219K ﹤0.01%
+2,310
3303
$219K ﹤0.01%
+26,218
3304
$216K ﹤0.01%
+23,597
3305
$216K ﹤0.01%
+31,629
3306
$216K ﹤0.01%
+9,308
3307
$214K ﹤0.01%
+9,293
3308
$214K ﹤0.01%
+6,722
3309
$214K ﹤0.01%
+7,038
3310
$213K ﹤0.01%
+6,372
3311
$213K ﹤0.01%
+15,146
3312
$212K ﹤0.01%
+4,439
3313
$212K ﹤0.01%
+6,007
3314
$212K ﹤0.01%
+9,870
3315
$211K ﹤0.01%
+14,310
3316
$210K ﹤0.01%
+2,537
3317
$209K ﹤0.01%
+11,220
3318
$209K ﹤0.01%
+3,387
3319
$206K ﹤0.01%
+8,101
3320
$206K ﹤0.01%
+11,058
3321
$205K ﹤0.01%
+18,227
3322
$205K ﹤0.01%
+30,334
3323
$205K ﹤0.01%
+6,852
3324
$205K ﹤0.01%
+296
3325
$205K ﹤0.01%
+100,436